PWP
BSCK

Personal Wealth Partners’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Personal Wealth Partners’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
-21,005
Closed -$446K – 74
2020
Q3 		$446K Hold
21,005
– – 0.23% 39
2020
Q2 		$447K Buy
21,005
+1,930
+10% +$41K 0.25% 37
2020
Q1 		$401K Buy
+19,075
New +$404K 0.24% 37

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

Personal Wealth Partners's BSCK Position: Q4 2020 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 21,005 shares — an estimated $446K sold.

Personal Wealth Partners first reported a position in BSCK in Q1 2020 and held it in 3 quarters. The position peaked at $447K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 21,005 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $446K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $447K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Personal Wealth Partners's 13F filing for Q4 2020, filed 8 Feb 2021.