Sowell Financial Services’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Sowell Financial Services’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,047	Closed	-$22K	–	3124
2021 Q1	$22K	Sell	1,047 -3,045	-74%	-$64.5K	﹤0.01%	2039
2020 Q4	$87K	Buy	4,092 +1,104	+37%	+$23.5K	﹤0.01%	1208
2020 Q3	$64K	Sell	2,988 -884	-23%	-$18.9K	﹤0.01%	1132
2020 Q2	$83K	Buy	3,872 +637	+20%	+$13.6K	﹤0.01%	1019
2020 Q1	$68K	Sell	3,235 -706	-18%	-$14.9K	0.01%	953
2019 Q4	$84K	Buy	+3,941	New	+$83.8K	0.01%	972

Other funds holding BSCL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

Sowell Financial Services's BSCL Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 1,047 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in BSCL in Q4 2019 and held it in 6 quarters. The position peaked at $87K in Q4 2020. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,047 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $87K in Q4 2020.
281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.