SFS
BSJP

Sowell Financial Services’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Sowell Financial Services’s Portfolio BSJP Stock Details BSJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-510
Closed -$12K – 2530
2020
Q2 		$12K Sell
510
-436
-46% -$9.73K ﹤0.01% 1619
2020
Q1 		$20K Hold
946
– – ﹤0.01% 1389
2019
Q4 		$23K Buy
+946
New +$23.2K ﹤0.01% 1382

Other funds holding BSJP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's BSJP Position: Q3 2020 in Review

Sowell Financial Services sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2020, closing a stake of 510 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in BSJP in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 37 funds tracked by Wall St. Rank hold BSJP as of Q3 2020.

  • Sowell Financial Services reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 510 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $12K.
  • Sowell Financial Services first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Sowell Financial Services's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $23K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.