SBL
BSCK

Sargent Bickham Lagudis’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Sargent Bickham Lagudis’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
-65,212
Closed -$1.38M – 939
2020
Q3 		$1.38M Sell
65,212
-3,064
-4% -$65.1K 0.14% 99
2020
Q2 		$1.45M Hold
68,276
– – 0.16% 99
2020
Q1 		$1.43M Hold
68,276
– – 0.18% 94
2019
Q4 		$1.45M Sell
68,276
-1,834
-3% -$39.1K 0.16% 98
2019
Q3 		$1.49M Hold
70,110
– – 0.18% 100
2019
Q2 		$1.49M Hold
70,110
– – 0.18% 103
2019
Q1 		$1.49M Hold
70,110
– – 0.17% 106
2018
Q4 		$1.48M Buy
+70,110
New +$1.47M 0.19% 95
2017
Q2 		– Sell
-69,453
Closed -$1.49M – 844
2017
Q1 		$1.49M Buy
+69,453
New +$1.48M 0.19% 102
2016
Q2 		– Sell
-69,774
Closed -$1.49M – 796
2016
Q1 		$1.49M Buy
+69,774
New +$1.47M 0.24% 89

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

Sargent Bickham Lagudis's BSCK Position: Q4 2020 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 65,212 shares — an estimated $1.38M sold.

Sargent Bickham Lagudis first reported a position in BSCK in Q1 2016 and held it in 10 quarters. The position peaked at $1.49M in Q3 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 65,212 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $1.38M.
  • Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2016 and held it in 10 quarters.
  • Sargent Bickham Lagudis's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.49M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2020, filed 24 May 2021.