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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

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CP
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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2021, closing a stake of 1,619 shares — an estimated $42K sold.

Sowell Financial Services first reported a position in BSJQ in Q4 2020 and held it in 2 quarters. The position peaked at $42K in Q1 2021. 36 funds tracked by Wall St. Rank hold BSJQ as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,619 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $42K.
  • Sowell Financial Services first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $42K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2021.

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