SFS
BSCK

Sowell Financial Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Sowell Financial Services’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
-2,966
Closed -$63K – 2965
2020
Q3 		$63K Sell
2,966
-881
-23% -$18.7K ﹤0.01% 1137
2020
Q2 		$82K Buy
3,847
+1,343
+54% +$28.6K ﹤0.01% 1024
2020
Q1 		$53K Sell
2,504
-705
-22% -$14.9K ﹤0.01% 1041
2019
Q4 		$68K Buy
+3,209
New +$68.3K 0.01% 1044

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

Sowell Financial Services's BSCK Position: Q4 2020 in Review

Sowell Financial Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 2,966 shares — an estimated $63K sold.

Sowell Financial Services first reported a position in BSCK in Q4 2019 and held it in 4 quarters. The position peaked at $82K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Sowell Financial Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2,966 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $63K.
  • Sowell Financial Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Sowell Financial Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $82K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.