SS
BSCK

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

Simplicity 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
2019
Q2 		– Sell
-53,893
Closed -$1.14M – 930
2019
Q1 		$1.14M Sell
53,893
-2,532
-4% -$53.5K 0.07% 231
2018
Q4 		$1.19M Buy
+56,425
New +$1.19M 0.15% 153

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Simplicity Solutions's BSCK Position: Q2 2019 in Review

Simplicity Solutions sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2019, closing a stake of 53,893 shares — an estimated $1.14M sold.

Simplicity Solutions first reported a position in BSCK in Q4 2018 and held it in 2 quarters. The position peaked at $1.19M in Q4 2018. 232 funds tracked by Wall St. Rank hold BSCK as of Q2 2019.

  • Simplicity Solutions reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 53,893 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2019, an estimated $1.14M.
  • Simplicity Solutions first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.19M in Q4 2018.
  • 232 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.