Accel Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-5,314	Closed	-$125K	–	928
2023 Q1	$125K	Buy	5,314 +42	+0.8%	+$987	0.05%	285
2022 Q4	$123K	Buy	5,272 +44	+0.8%	+$1.02K	0.06%	213
2022 Q3	$121K	Sell	5,228 -2,000	-28%	-$46.8K	0.06%	222
2022 Q2	$169K	Hold	7,228	–	–	0.1%	159
2022 Q1	$177K	Buy	+7,228	New	+$179K	0.09%	172

Other funds holding BSJN

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

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

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accel Wealth Management's BSJN Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 5,314 shares — an estimated $125K sold.

Accel Wealth Management first reported a position in BSJN in Q1 2022 and held it in 5 quarters. The position peaked at $177K in Q1 2022. 149 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

Accel Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 5,314 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $125K.
Accel Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $177K in Q1 2022.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.