Squar Milner Financial Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Squar Milner Financial Services’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	-1,220	Closed	-$26K	–	822
2019 Q2	$26K	Sell	1,220 -839	-41%	-$17.8K	0.02%	430
2019 Q1	$43K	Buy	2,059 +424	+26%	+$8.97K	0.03%	339
2018 Q4	$34K	Hold	1,635	–	–	0.03%	331
2018 Q3	$34K	Hold	1,635	–	–	0.03%	352
2018 Q2	$34K	Buy	+1,635	New	+$34.4K	0.03%	405

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

Squar Milner Financial Services's BSCK Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2019, closing a stake of 1,220 shares — an estimated $26K sold.

Squar Milner Financial Services first reported a position in BSCK in Q2 2018 and held it in 5 quarters. The position peaked at $43K in Q1 2019. 237 funds tracked by Wall St. Rank hold BSCK as of Q3 2019.

Squar Milner Financial Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 1,220 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2019, an estimated $26K.
Squar Milner Financial Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $43K in Q1 2019.
237 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.