Valeo Financial Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Valeo Financial 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	-1,658	Closed	-$35K	–	1944
2020 Q3	$35K	Hold	1,658	–	–	﹤0.01%	769
2020 Q2	$35K	Hold	1,658	–	–	﹤0.01%	863
2020 Q1	$35K	Hold	1,658	–	–	﹤0.01%	721
2019 Q4	$35K	Buy	1,658 +500	+43%	+$10.6K	﹤0.01%	776
2019 Q3	$25K	Hold	1,158	–	–	﹤0.01%	794
2019 Q2	$25K	Hold	1,158	–	–	﹤0.01%	789
2019 Q1	$25K	Hold	1,158	–	–	﹤0.01%	723
2018 Q4	$24K	Hold	1,158	–	–	﹤0.01%	668
2018 Q3	$24K	Buy	1,158 +1,028	+791%	+$21.7K	﹤0.01%	732
2018 Q2	$3K	Sell	130 -1,300	-91%	-$27.4K	﹤0.01%	1311
2018 Q1	$30K	Buy	+1,430	New	+$30.2K	﹤0.01%	616

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

Valeo Financial Advisors's BSCK Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 1,658 shares — an estimated $35K sold.

Valeo Financial Advisors first reported a position in BSCK in Q1 2018 and held it in 11 quarters. The position peaked at $35K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,658 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $35K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
Valeo Financial Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $35K in Q3 2020.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.