Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
BSJO
Sowell Financial Services’s
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
Stock Holding History
Sowell Financial Services’s Portfolio
BSJO Stock Details
BSJO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-878
Closed
-$22K
–
2871
2021
Q1
$22K
Sell
878
-1,125
-56%
-$28K
﹤0.01%
2035
2020
Q4
$50K
Hold
2,003
–
–
﹤0.01%
1406
2020
Q3
$48K
Sell
2,003
-1,200
-37%
-$29K
﹤0.01%
1229
2020
Q2
$75K
Buy
3,203
+562
+21%
+$13K
﹤0.01%
1052
2020
Q1
$59K
Sell
2,641
-991
-27%
-$24.2K
﹤0.01%
1002
2019
Q4
$93K
Buy
+3,632
New
+$91.4K
0.01%
944
Other funds holding BSJO
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
IF
Ironwood Financial
Tucson, Arizona
$573M AUM
13.51%
1-Year Est. Return
AP
Atwood & Palmer
Kansas City, Missouri
$1.87B AUM
24.22%
1-Year Est. Return
IWC
Integrated Wealth Concepts
Waltham, Massachusetts
$12.5B AUM
18.49%
1-Year Est. Return
SIC
SFE Investment Counsel
Los Angeles, California
$624M AUM
23.85%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close