Sowell Financial Services’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,050	Closed	-$23K	–	3199
2021 Q1	$23K	Sell	1,050 -1,985	-65%	-$43.3K	﹤0.01%	2016
2020 Q4	$66K	Hold	3,035	–	–	﹤0.01%	1305
2020 Q3	$66K	Sell	3,035 -2,296	-43%	-$50.2K	﹤0.01%	1119
2020 Q2	$116K	Buy	5,331 +677	+15%	+$14.5K	0.01%	921
2020 Q1	$96K	Sell	4,654 -1,854	-28%	-$39.1K	0.01%	858
2019 Q4	$139K	Buy	+6,508	New	+$138K	0.01%	816

Other funds holding BSCN

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

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

HPC

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

BCM

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2021, closing a stake of 1,050 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in BSCN in Q4 2019 and held it in 6 quarters. The position peaked at $139K in Q4 2019. 264 funds tracked by Wall St. Rank hold BSCN as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,050 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2021, an estimated $23K.
Sowell Financial Services first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $139K in Q4 2019.
264 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2021.

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