Retirement Income Solutions’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Retirement Income 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	-39,294	Closed	-$836K	–	80
2020 Q2	$836K	Hold	39,294	–	–	0.35%	37
2020 Q1	$826K	Hold	39,294	–	–	0.46%	27
2019 Q4	$837K	Sell	39,294 -3,796	-9%	-$80.8K	0.35%	31
2019 Q3	$918K	Hold	43,090	–	–	0.49%	25
2019 Q2	$916K	Buy	43,090 +7,080	+20%	+$150K	0.49%	23
2019 Q1	$764K	Hold	36,010	–	–	0.44%	25
2018 Q4	$759K	Hold	36,010	–	–	0.49%	20
2018 Q3	$759K	Buy	36,010 +7,608	+27%	+$160K	0.43%	23
2018 Q2	$598K	Hold	28,402	–	–	0.36%	26
2018 Q1	$598K	Hold	28,402	–	–	0.37%	23
2017 Q4	$605K	Buy	+28,402	New	+$608K	0.36%	29

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Income Solutions's BSCK Position: Q3 2020 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2020, closing a stake of 39,294 shares — an estimated $836K sold.

Retirement Income Solutions first reported a position in BSCK in Q4 2017 and held it in 11 quarters. The position peaked at $918K in Q3 2019. 249 funds tracked by Wall St. Rank hold BSCK as of Q3 2020.

Retirement Income Solutions reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Retirement Income Solutions sold 39,294 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2020, an estimated $836K.
Retirement Income Solutions first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
Retirement Income Solutions's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $918K in Q3 2019.
249 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2020.

Based on Retirement Income Solutions's 13F filing for Q3 2020, filed 12 Nov 2020.