MWPCG
BSCK

Measured Wealth Private Client Group’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Measured Wealth Private Client Group’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,930
Closed -$82K – 847
2018
Q3 		$82K Buy
+3,930
New +$82.8K 0.05% 267

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Measured Wealth Private Client Group's BSCK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2018, closing a stake of 3,930 shares — an estimated $82K sold.

Measured Wealth Private Client Group first reported a position in BSCK in Q3 2018 and held it in 1 quarter. The position peaked at $82K in Q3 2018. 212 funds tracked by Wall St. Rank hold BSCK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,930 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2018, an estimated $82K.
  • Measured Wealth Private Client Group first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $82K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.