SWMG
BSCK

Strategic Wealth Management Group’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Strategic Wealth Management Group’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
-93,162
Closed -$1.98M – 136
2020
Q3 		$1.98M Buy
93,162
+2,353
+3% +$50K 0.96% 16
2020
Q2 		$1.93M Buy
90,809
+14,144
+18% +$301K 1.14% 14
2020
Q1 		$1.61M Hold
76,665
– – 1.2% 12
2019
Q4 		$1.63M Buy
76,665
+1,361
+2% +$29K 1.06% 14
2019
Q3 		$1.6M Buy
75,304
+1,876
+3% +$40K 1.15% 13
2019
Q2 		$1.56M Buy
73,428
+29,494
+67% +$626K 1.19% 12
2019
Q1 		$932K Buy
43,934
+2,564
+6% +$54.2K 0.76% 25
2018
Q4 		$872K Buy
+41,370
New +$870K 0.84% 24

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 Wealth Management Group's BSCK Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 93,162 shares — an estimated $1.98M sold.

Strategic Wealth Management Group first reported a position in BSCK in Q4 2018 and held it in 8 quarters. The position peaked at $1.98M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Strategic Wealth Management Group reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 93,162 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $1.98M.
  • Strategic Wealth Management Group first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • Strategic Wealth Management Group's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.98M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.