Sowell Financial Services
BSJR icon

Sowell Financial Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Sowell Financial Services’s Portfolio BSJR Stock Details BSJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,623
Closed -$41K – 825
2021
Q1 		$41K Buy
1,623
+972
+149% +$24.7K ﹤0.01% 1737
2020
Q4 		$17K Buy
+651
New +$16.3K ﹤0.01% 1794

Other funds holding BSJR

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Banta Asset Management
Banta Asset Management Newport Beach, California $112M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WrapManager Inc
WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return
4Thought Financial Group
4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Sowell Financial Services sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2021, closing a stake of 1,623 shares — an estimated $41K sold.

Sowell Financial Services first reported a position in BSJR in Q4 2020 and held it in 2 quarters. The position peaked at $41K in Q1 2021. 20 funds tracked by Wall St. Rank hold BSJR as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,623 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $41K.
  • Sowell Financial Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $41K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2021.

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