Sowell Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,048	Closed	-$23K	–	2866
2021 Q1	$23K	Sell	1,048 -2,012	-66%	-$44.8K	﹤0.01%	2012
2020 Q4	$69K	Hold	3,060	–	–	﹤0.01%	1289
2020 Q3	$68K	Sell	3,060 -2,280	-43%	-$50.7K	﹤0.01%	1111
2020 Q2	$118K	Buy	5,340 +1,050	+24%	+$22.7K	0.01%	916
2020 Q1	$89K	Sell	4,290 -1,139	-21%	-$24.2K	0.01%	883
2019 Q4	$117K	Buy	+5,429	New	+$116K	0.01%	867

Other funds holding BSCO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFW

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

HPC

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

BCM

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

MFWM

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

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2021, closing a stake of 1,048 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in BSCO in Q4 2019 and held it in 6 quarters. The position peaked at $118K in Q2 2020. 232 funds tracked by Wall St. Rank hold BSCO as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,048 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2021, an estimated $23K.
Sowell Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $118K in Q2 2020.
232 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2021.

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