OPS
BSCK

Orion Portfolio Solutions’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-3,295
Closed -$70K – 2414
2020
Q2 		$70K Hold
3,295
– – ﹤0.01% 629
2020
Q1 		$69K Buy
+3,295
New +$69.7K ﹤0.01% 520

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
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's BSCK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2020, closing a stake of 3,295 shares — an estimated $70K sold.

Orion Portfolio Solutions first reported a position in BSCK in Q1 2020 and held it in 2 quarters. The position peaked at $70K in Q2 2020. 249 funds tracked by Wall St. Rank hold BSCK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,295 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2020, an estimated $70K.
  • Orion Portfolio Solutions first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $70K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.