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

Sequoia 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
2019 Q3	–	Sell	-74,769	Closed	-$1.59M	–	70
2019 Q2	$1.59M	Sell	74,769 -6,796	-8%	-$144K	1.51%	14
2019 Q1	$1.73M	Sell	81,565 -3,178	-4%	-$67.2K	1.41%	17
2018 Q4	$1.79M	Sell	84,743 -3,220	-4%	-$67.7K	1.77%	13
2018 Q3	$1.86M	Buy	87,963 +17,518	+25%	+$369K	1.6%	18
2018 Q2	$1.49M	Buy	70,445 +8,619	+14%	+$181K	1.58%	16
2018 Q1	$1.3M	Buy	61,826 +4,381	+8%	+$92.6K	1.26%	17
2017 Q4	$1.23M	Buy	+57,445	New	+$1.23M	1.11%	22

Other funds holding BSCK

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Sequoia Wealth Management's BSCK Position: Q3 2019 in Review

Sequoia Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2019, closing a stake of 74,769 shares — an estimated $1.59M sold.

Sequoia Wealth Management first reported a position in BSCK in Q4 2017 and held it in 7 quarters. The position peaked at $1.86M in Q3 2018. 237 funds tracked by Wall St. Rank hold BSCK as of Q3 2019.

Sequoia Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 74,769 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2019, an estimated $1.59M.
Sequoia Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.86M in Q3 2018.
237 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.