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	–	3049
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 $501B AUM 22.01% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Crescent Capital Consulting New Orleans, Louisiana $600M AUM 22.88% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return