SFWC
BSCK

Strategic Family Wealth Counselors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Strategic Family Wealth Counselors’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
-1,113,404
Closed -$23.6M – 86
2020
Q3 		$23.6M Buy
1,113,404
+38,585
+4% +$819K 13.26% 1
2020
Q2 		$22.9M Buy
1,074,819
+188,822
+21% +$4.01M 14.4% 1
2020
Q1 		$18.6M Buy
885,997
+180,222
+26% +$3.81M 13.91% 1
2019
Q4 		$15M Buy
705,775
+54,312
+8% +$1.16M 12.14% 1
2019
Q3 		$13.9M Buy
651,463
+46,540
+8% +$992K 10.5% 2
2019
Q2 		$12.9M Buy
604,923
+20,335
+3% +$432K 9.96% 2
2019
Q1 		$12.4M Buy
584,588
+251,017
+75% +$5.31M 10.03% 2
2018
Q4 		$7.03M Buy
+333,571
New +$7.01M 7.96% 3

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

Strategic Family Wealth Counselors's BSCK Position: Q4 2020 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 1,113,404 shares — an estimated $23.6M sold.

Strategic Family Wealth Counselors first reported a position in BSCK in Q4 2018 and held it in 8 quarters. The position peaked at $23.6M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,113,404 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $23.6M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $23.6M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2020, filed 16 Feb 2021.