Sowell Financial Services’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,619	Closed	-$42K	–	824
2021 Q1	$42K	Buy	1,619 +969	+149%	+$24.8K	﹤0.01%	1723
2020 Q4	$17K	Buy	+650	New	+$16.3K	﹤0.01%	1793

Other funds holding BSJQ

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

Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Banta Asset Management Newport Beach, California $99.5M AUM

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return