SFS
BSCJ

Sowell Financial Services’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Sowell Financial Services’s Portfolio BSCJ Stock Details BSCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.62M Buy
77,003
+1
+0% +$21 0.18% 126
2018
Q4 		$1.62M Buy
+77,002
New +$1.62M 0.23% 95

Other funds holding BSCJ

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

Sowell Financial Services's BSCJ Position: Q1 2019 in Review

Sowell Financial Services increased its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 0% in Q1 2019, buying an estimated $21 and bringing the position to 77,003 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #126.

Sowell Financial Services first reported a position in BSCJ in Q4 2018 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold BSCJ as of Q1 2019.

  • Sowell Financial Services held 77,003 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $1.62M as of Q1 2019.
  • Sowell Financial Services bought 1 Invesco BulletShares 2019 Corporate Bond ETF share in Q1 2019, an estimated $21.
  • Invesco BulletShares 2019 Corporate Bond ETF made up 0.18% of Sowell Financial Services's portfolio in Q1 2019, its #126 holding.
  • Sowell Financial Services first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2019.

Based on Sowell Financial Services's 13F filing for Q1 2019, filed 15 May 2019.