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	–	2945
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 $617B AUM 30.33% 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

CCC

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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2021, closing a stake of 846 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in BSJN in Q4 2019 and held it in 6 quarters. The position peaked at $107K in Q4 2019. 118 funds tracked by Wall St. Rank hold BSJN as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 846 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $107K in Q4 2019.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2021.

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