SPIA
BSCK

Steward Partners Investment Advisory’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Steward Partners Investment Advisory’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
-1,525
Closed -$32K – 3080
2020
Q3 		$32K Hold
1,525
– – ﹤0.01% 1703
2020
Q2 		$32K Hold
1,525
– – ﹤0.01% 1597
2020
Q1 		$32K Hold
1,525
– – ﹤0.01% 1441
2019
Q4 		$32K Hold
1,525
– – ﹤0.01% 1598
2019
Q3 		$32K Hold
1,525
– – ﹤0.01% 1556
2019
Q2 		$32K Buy
+1,525
New +$32.4K ﹤0.01% 1525

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

Steward Partners Investment Advisory's BSCK Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 1,525 shares — an estimated $32K sold.

Steward Partners Investment Advisory first reported a position in BSCK in Q2 2019 and held it in 6 quarters. The position peaked at $32K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,525 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $32K.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $32K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.