WOSD
BSCK

WFA of San Diego’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

WFA of San Diego’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
-15,488
Closed -$328K – 117
2020
Q3 		$328K Sell
15,488
-167
-1% -$3.55K 0.31% 59
2020
Q2 		$333K Buy
+15,655
New +$333K 0.08% 192

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
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

WFA of San Diego's BSCK Position: Q4 2020 in Review

WFA of San Diego sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 15,488 shares — an estimated $328K sold.

WFA of San Diego first reported a position in BSCK in Q2 2020 and held it in 2 quarters. The position peaked at $333K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • WFA of San Diego reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WFA of San Diego sold 15,488 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $328K.
  • WFA of San Diego first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • WFA of San Diego's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $333K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on WFA of San Diego's 13F filing for Q4 2020, filed 11 Feb 2021.