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	–	3200
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 $36.8B AUM 26.6% 1-Year Est. Return

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 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

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2021, closing a stake of 4,009 shares — an estimated $87K sold.

Sowell Financial Services first reported a position in BSCM in Q3 2019 and held it in 7 quarters. The position peaked at $1.08M in Q4 2019. 304 funds tracked by Wall St. Rank hold BSCM as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,009 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2021, an estimated $87K.
Sowell Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.08M in Q4 2019.
304 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2021.

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