SFS
BSCL

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 – 3130
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return