4FG
BSJN

4Thought Financial Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

4Thought Financial Group’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
2023
Q4 		– Sell
-36,810
Closed -$865K – 114
2023
Q3 		$865K Buy
36,810
+421
+1% +$9.9K 0.7% 22
2023
Q2 		$856K Sell
36,389
-7,439
-17% -$175K 0.68% 24
2023
Q1 		$1.03M Buy
43,828
+8,426
+24% +$198K 0.85% 22
2022
Q4 		$825K Buy
35,402
+8,570
+32% +$199K 0.74% 23
2022
Q3 		$612K Sell
26,832
-54
-0.2% -$1.26K 0.6% 29
2022
Q2 		$617K Sell
26,886
-2,199
-8% -$52.3K 0.58% 30
2022
Q1 		$713K Buy
29,085
+17
+0.1% +$420 0.63% 30
2021
Q4 		$735K Buy
29,068
+3,908
+16% +$98.7K 0.59% 27
2021
Q3 		$637K Buy
25,160
+2,533
+11% +$64.3K 0.55% 28
2021
Q2 		$576K Buy
22,627
+1,483
+7% +$37.6K 0.52% 26
2021
Q1 		$535K Buy
+21,144
New +$535K 0.52% 26

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

4Thought Financial Group's BSJN Position: Q4 2023 in Review

4Thought Financial Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 36,810 shares — an estimated $865K sold.

4Thought Financial Group first reported a position in BSJN in Q1 2021 and held it in 11 quarters. The position peaked at $1.03M in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • 4Thought Financial Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • 4Thought Financial Group sold 36,810 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $865K.
  • 4Thought Financial Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2021 and held it in 11 quarters.
  • 4Thought Financial Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.03M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on 4Thought Financial Group's 13F filing for Q4 2023, filed 30 Jan 2024.