SFS
BSCP

Sowell Financial Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Sowell Financial Services’s Portfolio BSCP Stock Details BSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-882
Closed -$20K – 2531
2020
Q2 		$20K Sell
882
-715
-45% -$15.5K ﹤0.01% 1455
2020
Q1 		$33K Hold
1,597
– – ﹤0.01% 1193
2019
Q4 		$34K Buy
+1,597
New +$34.2K ﹤0.01% 1278

Other funds holding BSCP

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MFWM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EB
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return