Sequoia Financial Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Sequoia Financial 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 Q1	–	Sell	-10,115	Closed	-$215K	–	428
2019 Q4	$215K	Buy	+10,115	New	+$215K	0.01%	353
2019 Q3	–	Sell	-10,115	Closed	-$215K	–	398
2019 Q2	$215K	Hold	10,115	–	–	0.02%	340
2019 Q1	$215K	Hold	10,115	–	–	0.02%	339
2018 Q4	$213K	Hold	10,115	–	–	0.02%	264
2018 Q3	$213K	Buy	+10,115	New	+$213K	0.02%	292

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Sequoia Financial Advisors's BSCK Position: Q1 2020 in Review

Sequoia Financial Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2020, closing a stake of 10,115 shares — an estimated $215K sold.

Sequoia Financial Advisors first reported a position in BSCK in Q3 2018 and held it in 5 quarters. The position peaked at $215K in Q4 2019. 252 funds tracked by Wall St. Rank hold BSCK as of Q1 2020.

Sequoia Financial Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Sequoia Financial Advisors sold 10,115 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2020, an estimated $215K.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
Sequoia Financial Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $215K in Q4 2019.
252 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2020.

Based on Sequoia Financial Advisors's 13F filing for Q1 2020, filed 11 May 2020.