RSWM
BSCK

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

Robertson Stephens 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
-12,101
Closed -$256K – 267
2020
Q3 		$256K Buy
+12,101
New +$257K 0.06% 190

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

Robertson Stephens Wealth Management's BSCK Position: Q4 2020 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 12,101 shares — an estimated $256K sold.

Robertson Stephens Wealth Management first reported a position in BSCK in Q3 2020 and held it in 1 quarter. The position peaked at $256K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,101 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $256K.
  • Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $256K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.