SWA
BSCK

Sutton Wealth Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Sutton Wealth Advisors’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
-7,811
Closed -$166K – 1261
2020
Q3 		$166K Hold
7,811
– – 0.08% 160
2020
Q2 		$166K Hold
7,811
– – 0.09% 156
2020
Q1 		$164K Sell
7,811
-3,760
-32% -$79.6K 0.1% 144
2019
Q4 		$246K Buy
11,571
+1,361
+13% +$29K 0.13% 130
2019
Q3 		$217K Hold
10,210
– – 0.12% 135
2019
Q2 		$217K Sell
10,210
-188
-2% -$3.99K 0.12% 131
2019
Q1 		$221K Buy
10,398
+2,267
+28% +$47.9K 0.13% 127
2018
Q4 		$171K Buy
8,131
+4,757
+141% +$100K 0.11% 144
2018
Q3 		$71.1K Hold
3,374
– – 0.05% 231
2018
Q2 		$71.1K Sell
3,374
-42
-1% -$884 0.05% 233
2018
Q1 		$71.9K Hold
3,416
– – 0.05% 225
2017
Q4 		$72.7K Hold
3,416
– – 0.05% 217
2017
Q3 		$73.5K Hold
3,416
– – 0.06% 216
2017
Q2 		$73.4K Hold
3,416
– – 0.06% 215
2017
Q1 		$73.1K Hold
3,416
– – 0.06% 210
2016
Q4 		$72.4K Hold
3,416
– – 0.06% 211
2016
Q3 		$74.2K Hold
3,416
– – 0.07% 205
2016
Q2 		$74.2K Buy
3,416
+42
+1% +$902 0.07% 203
2016
Q1 		$72.2K Buy
+3,374
New +$70.9K 0.07% 205

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

Sutton Wealth Advisors's BSCK Position: Q4 2020 in Review

Sutton Wealth Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 7,811 shares — an estimated $166K sold.

Sutton Wealth Advisors first reported a position in BSCK in Q1 2016 and held it in 19 quarters. The position peaked at $246K in Q4 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Sutton Wealth Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 7,811 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $166K.
  • Sutton Wealth Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2016 and held it in 19 quarters.
  • Sutton Wealth Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $246K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Sutton Wealth Advisors's 13F filing for Q4 2020, filed 7 Nov 2023.