WANY
BSCK

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

Wealthspire Advisors (New York)’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 – 574
2020
Q1 		$200K Buy
+9,517
New +$201K 0.01% 500

Other funds holding BSCK

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ACA
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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 (New York)'s BSCK Position: Q2 2020 in Review

Wealthspire Advisors (New York) 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 (New York) first reported a position in BSCK in Q1 2020 and held it in 1 quarter. The position peaked at $200K in Q1 2020. 244 funds tracked by Wall St. Rank hold BSCK as of Q2 2020.

  • Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 9,517 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2020, an estimated $200K.
  • Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco BulletShares 2020 Corporate Bond ETF position peaked at $200K in Q1 2020.
  • 244 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2020.

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