Sowell Financial Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,009	Closed	-$87K	–	3208
2021 Q1	$87K	Sell	4,009 -2,933	-42%	-$63.6K	﹤0.01%	1425
2020 Q4	$151K	Hold	6,942	–	–	0.01%	974
2020 Q3	$152K	Sell	6,942 -30,449	-81%	-$666K	0.01%	825
2020 Q2	$816K	Buy	37,391 +663	+2%	+$14.3K	0.04%	325
2020 Q1	$778K	Sell	36,728 -13,744	-27%	-$293K	0.06%	295
2019 Q4	$1.08M	Buy	50,472 +4,719	+10%	+$101K	0.08%	246
2019 Q3	$983K	Buy	+45,753	New	+$981K	0.08%	255

Other funds holding BSCM

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return