Sowell Financial Services’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,298	Closed	-$30K	–	3043
2021 Q1	$30K	Sell	1,298 -1,148	-47%	-$26.7K	﹤0.01%	1878
2020 Q4	$57K	Hold	2,446	–	–	﹤0.01%	1350
2020 Q3	$56K	Sell	2,446 -1,239	-34%	-$28.3K	﹤0.01%	1171
2020 Q2	$82K	Buy	3,685 +374	+11%	+$8.3K	﹤0.01%	1023
2020 Q1	$72K	Sell	3,311 -1,453	-30%	-$34.3K	0.01%	935
2019 Q4	$116K	Buy	+4,764	New	+$116K	0.01%	869

Other funds holding BSJM

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

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 1,298 shares — an estimated $30K sold.

Sowell Financial Services first reported a position in BSJM in Q4 2019 and held it in 6 quarters. The position peaked at $116K in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,298 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $30K.
Sowell Financial Services first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $116K in Q4 2019.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

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