WAM
BSCK

Wealthspire Advisors (Maryland)’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-9,517
Closed -$200K – 482
2020
Q1 		$200K Sell
9,517
-1,974
-17% -$41.8K 0.02% 398
2019
Q4 		$245K Sell
11,491
-1,450
-11% -$30.9K 0.02% 427
2019
Q3 		$276K Sell
12,941
-442
-3% -$9.42K 0.02% 365
2019
Q2 		$285K Sell
13,383
-2,375
-15% -$50.4K 0.02% 364
2019
Q1 		$334K Sell
15,758
-4,703
-23% -$99.5K 0.03% 331
2018
Q4 		$431K Sell
20,461
-998
-5% -$21K 0.04% 247
2018
Q3 		$452K Buy
21,459
+126
+0.6% +$2.65K 0.04% 265
2018
Q2 		$449K Buy
21,333
+90
+0.4% +$1.89K 0.04% 260
2018
Q1 		$447K Sell
21,243
-883
-4% -$18.7K 0.04% 269
2017
Q4 		$471K Buy
22,126
+4,733
+27% +$101K 0.05% 264
2017
Q3 		$374K Buy
17,393
+62
+0.4% +$1.33K 0.04% 308
2017
Q2 		$372K Buy
+17,331
New +$372K 0.04% 291

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSCK Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2020, closing a stake of 9,517 shares — an estimated $200K sold.

Wealthspire Advisors (Maryland) first reported a position in BSCK in Q2 2017 and held it in 12 quarters. The position peaked at $471K in Q4 2017. 244 funds tracked by Wall St. Rank hold BSCK as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,517 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2020, an estimated $200K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2017 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco BulletShares 2020 Corporate Bond ETF position peaked at $471K in Q4 2017.
  • 244 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.