BCS Wealth Management - Q2 2020 holdings

$167 Million is the total value of BCS Wealth Management's 125 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .

 Value Shares↓ Weighting
UWT ExitCITIGROUP GLOBAL MKTS HLDGS$0-13,600
-100.0%
-0.00%
FSK ExitFS KKR CAPITAL CORP$0-42,200
-100.0%
-0.09%
INTC ExitINTEL CORP$0-5,062
-100.0%
-0.19%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-07-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
INVESCO EXCH TRD SLF IDX FD16Q3 20235.9%
PROSHARES TR16Q3 20233.2%
SSGA ACTIVE ETF TR16Q3 20232.4%
INVESCO EXCH TRD SLF IDX FD16Q3 20232.4%
INVESCO EXCH TRD SLF IDX FD16Q3 20236.5%
INVESCO QQQ TR16Q3 20232.5%
PIMCO ETF TR16Q3 20231.3%
SPDR S&P 500 ETF TR16Q3 20231.1%
MERCK & CO. INC16Q3 20231.2%
ISHARES TR16Q3 20230.8%

View BCS Wealth Management's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-10
13F-HR2024-01-11
13F-HR2023-10-12
13F-HR2023-07-19
13F-HR2023-04-10
13F-HR2023-01-10
13F-HR2022-10-07
13F-HR2022-07-29
13F-HR2022-04-28
13F-HR2022-01-18

View BCS Wealth Management's complete filings history.

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