Western Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Western Wealth Management’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	-14,168	Closed	-$297K	–	459
2020 Q1	$297K	Sell	14,168 -18,849	-57%	-$399K	0.07%	272
2019 Q4	$703K	Sell	33,017 -57	-0.2%	-$1.21K	0.11%	187
2019 Q3	$703K	Sell	33,074 -3,075	-9%	-$65.5K	0.15%	163
2019 Q2	$766K	Sell	36,149 -167	-0.5%	-$3.54K	0.1%	164
2019 Q1	$768K	Sell	36,316 -31,806	-47%	-$673K	0.17%	140
2018 Q4	$1.44M	Buy	+68,122	New	+$1.43M	0.39%	59

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Western Wealth Management's BSCK Position: Q2 2020 in Review

Western Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2020, closing a stake of 14,168 shares — an estimated $297K sold.

Western Wealth Management first reported a position in BSCK in Q4 2018 and held it in 6 quarters. The position peaked at $1.44M in Q4 2018. 244 funds tracked by Wall St. Rank hold BSCK as of Q2 2020.

Western Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Western Wealth Management sold 14,168 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2020, an estimated $297K.
Western Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
Western Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.44M in Q4 2018.
244 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2020.

Based on Western Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.