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 – 2529
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's BSCP Position: Q3 2020 in Review

Sowell Financial Services sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2020, closing a stake of 882 shares — an estimated $20K sold.

Sowell Financial Services first reported a position in BSCP in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q4 2019. 133 funds tracked by Wall St. Rank hold BSCP as of Q3 2020.

  • Sowell Financial Services reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 882 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2020, an estimated $20K.
  • Sowell Financial Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Sowell Financial Services's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $34K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.