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	–	2872
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 $1.66T 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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return