PWM
BSCK

Paulson Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Paulson Wealth Management’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
Q4 		– Sell
-167,011
Closed -$3.54M – 97
2020
Q3 		$3.54M Sell
167,011
-968
-0.6% -$20.6K 2.29% 12
2020
Q2 		$3.58M Buy
167,979
+9,555
+6% +$203K 2.5% 11
2020
Q1 		$3.37M Sell
158,424
-13,749
-8% -$291K 2.59% 11
2019
Q4 		$3.67M Buy
172,173
+1,695
+1% +$36.1K 2.59% 6
2019
Q3 		$3.63M Buy
170,478
+612
+0.4% +$13K 2.74% 6
2019
Q2 		$3.61M Buy
169,866
+22,896
+16% +$486K 2.69% 6
2019
Q1 		$3.12M Buy
146,970
+8,201
+6% +$173K 2.37% 8
2018
Q4 		$2.92M Buy
138,769
+99,904
+257% +$2.1M 2.41% 6
2018
Q3 		$816K Sell
38,865
-2,951
-7% -$62.2K 0.73% 37
2018
Q2 		$881K Sell
41,816
-803
-2% -$16.9K 0.87% 31
2018
Q1 		$898K Sell
42,619
-192
-0.4% -$4.06K 0.89% 32
2017
Q4 		$911K Buy
+42,811
New +$916K 0.8% 33

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Paulson Wealth Management's BSCK Position: Q4 2020 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 167,011 shares — an estimated $3.54M sold.

Paulson Wealth Management first reported a position in BSCK in Q4 2017 and held it in 12 quarters. The position peaked at $3.67M in Q4 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Paulson Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paulson Wealth Management sold 167,011 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $3.54M.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
  • Paulson Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $3.67M in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Paulson Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.