Sowell Financial Services’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-846	Closed	-$22K	–	2951
2021 Q1	$22K	Sell	846 -1,079	-56%	-$27.3K	﹤0.01%	2037
2020 Q4	$49K	Hold	1,925	–	–	﹤0.01%	1415
2020 Q3	$47K	Sell	1,925 -1,162	-38%	-$28.6K	﹤0.01%	1240
2020 Q2	$74K	Buy	3,087 +354	+13%	+$8.31K	﹤0.01%	1058
2020 Q1	$61K	Sell	2,733 -1,364	-33%	-$34.3K	﹤0.01%	992
2019 Q4	$107K	Buy	+4,097	New	+$106K	0.01%	899

Other funds holding BSJN

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

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

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

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

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return