VFS
BSCK

VSR Financial Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

VSR Financial Services’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
2016
Q2 		– Sell
-22,411
Closed -$480K – 613
2016
Q1 		$480K Buy
22,411
+3,804
+20% +$80K 0.05% 331
2015
Q4 		$389K Buy
+18,607
New +$393K 0.04% 372

Other funds holding BSCK

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SEIA
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WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VSR Financial Services's BSCK Position: Q2 2016 in Review

VSR Financial Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2016, closing a stake of 22,411 shares — an estimated $480K sold.

VSR Financial Services first reported a position in BSCK in Q4 2015 and held it in 2 quarters. The position peaked at $480K in Q1 2016. 97 funds tracked by Wall St. Rank hold BSCK as of Q2 2016.

  • VSR Financial Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • VSR Financial Services sold 22,411 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2016, an estimated $480K.
  • VSR Financial Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
  • VSR Financial Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $480K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.