1834 Investment Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

1834 Investment Advisors’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,225	Closed	-$51K	–	468
2022 Q2	$51K	Hold	2,225	–	–	0.01%	270
2022 Q1	$55K	Hold	2,225	–	–	0.01%	249
2021 Q4	$56K	Hold	2,225	–	–	0.01%	259
2021 Q3	$56K	Buy	+2,225	New	+$56.5K	0.01%	263
2020 Q2	–	Sell	-8,580	Closed	-$193K	–	472
2020 Q1	$193K	Hold	8,580	–	–	0.04%	174
2019 Q4	$224K	Buy	8,580 +1,590	+23%	+$41.2K	0.03%	186
2019 Q3	$182K	Sell	6,990 -270	-4%	-$7.03K	0.03%	209
2019 Q2	$189K	Hold	7,260	–	–	0.03%	200
2019 Q1	$189K	Hold	7,260	–	–	0.03%	200
2018 Q4	$179K	Hold	7,260	–	–	0.03%	190
2018 Q3	$190K	Hold	7,260	–	–	0.03%	197
2018 Q2	$188K	Buy	+7,260	New	+$189K	0.03%	185
2018 Q1	–	Sell	-1,460	Closed	-$39K	–	482
2017 Q4	$39K	Buy	+1,460	New	+$38.9K	0.01%	307

Other funds holding BSJN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1834 Investment Advisors's BSJN Position: Q3 2022 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 2,225 shares — an estimated $51K sold.

1834 Investment Advisors first reported a position in BSJN in Q4 2017 and held it in 13 quarters. The position peaked at $224K in Q4 2019. 133 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

1834 Investment Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 2,225 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $51K.
1834 Investment Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
1834 Investment Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $224K in Q4 2019.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.