Summit Wealth Partners’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Summit Wealth Partners’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	-9,724	Closed	-$206K	–	160
2020 Q3	$206K	Buy	9,724 +3	+0%	+$64	0.06%	145
2020 Q2	$207K	Buy	9,721 +7	+0.1%	+$149	0.07%	140
2020 Q1	$204K	Buy	9,714 +8	+0.1%	+$169	0.08%	106
2019 Q4	$207K	Buy	+9,706	New	+$207K	0.07%	115

Other funds holding BSCK

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

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

Summit Wealth Partners's BSCK Position: Q4 2020 in Review

Summit Wealth Partners sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 9,724 shares — an estimated $206K sold.

Summit Wealth Partners first reported a position in BSCK in Q4 2019 and held it in 4 quarters. The position peaked at $207K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

Summit Wealth Partners reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Summit Wealth Partners sold 9,724 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $206K.
Summit Wealth Partners first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Summit Wealth Partners's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $207K in Q2 2020.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.