OIA
BSCK

OneDigital Investment Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

OneDigital Investment Advisors’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
2020
Q1 		– Sell
-11,394
Closed -$243K – 664
2019
Q4 		$243K Buy
11,394
+1,889
+20% +$40.2K 0.02% 468
2019
Q3 		$202K Buy
+9,505
New +$203K 0.02% 492

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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 $6.59M AUM 15.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

OneDigital Investment Advisors's BSCK Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2020, closing a stake of 11,394 shares — an estimated $243K sold.

OneDigital Investment Advisors first reported a position in BSCK in Q3 2019 and held it in 2 quarters. The position peaked at $243K in Q4 2019. 252 funds tracked by Wall St. Rank hold BSCK as of Q1 2020.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,394 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2020, an estimated $243K.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $243K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.