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	–	2865
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 $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

IWC

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

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Sowell Financial Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2021, closing a stake of 878 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in BSJO in Q4 2019 and held it in 6 quarters. The position peaked at $93K in Q4 2019. 89 funds tracked by Wall St. Rank hold BSJO as of Q2 2021.

Sowell Financial Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 878 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $93K in Q4 2019.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2021.

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