PIA
BSCK

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

Perennial 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
Q3 		– Sell
-11,098
Closed -$236K – 163
2020
Q2 		$236K Hold
11,098
– – 0.16% 111
2020
Q1 		$233K Hold
11,098
– – 0.21% 97
2019
Q4 		$236K Buy
+11,098
New +$236K 0.19% 111

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 $6.59M AUM 15.17% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Perennial Investment Advisors's BSCK Position: Q3 2020 in Review

Perennial Investment Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2020, closing a stake of 11,098 shares — an estimated $236K sold.

Perennial Investment Advisors first reported a position in BSCK in Q4 2019 and held it in 3 quarters. The position peaked at $236K in Q2 2020. 249 funds tracked by Wall St. Rank hold BSCK as of Q3 2020.

  • Perennial Investment Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 11,098 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2020, an estimated $236K.
  • Perennial Investment Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Perennial Investment Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $236K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2020.

Based on Perennial Investment Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.