SHWM
BSCK

Smith & Howard Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Smith & Howard 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
-22,323
Closed -$474K – 67
2020
Q3 		$474K Buy
+22,323
New +$474K 0.28% 40

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

Smith & Howard Wealth Management's BSCK Position: Q4 2020 in Review

Smith & Howard Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 22,323 shares — an estimated $474K sold.

Smith & Howard Wealth Management first reported a position in BSCK in Q3 2020 and held it in 1 quarter. The position peaked at $474K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Smith & Howard Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 22,323 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $474K.
  • Smith & Howard Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $474K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.