AF
BSJN

Advisornet Financial’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Advisornet Financial’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
-1,195
Closed -$28.1K – 2514
2023
Q3 		$28.1K Hold
1,195
– – ﹤0.01% 939
2023
Q2 		$28.1K Hold
1,195
– – ﹤0.01% 975
2023
Q1 		$28.1K Hold
1,195
– – ﹤0.01% 960
2022
Q4 		$27.9K Buy
1,195
+103
+9% +$2.4K ﹤0.01% 950
2022
Q3 		$25K Hold
1,092
– – ﹤0.01% 1048
2022
Q2 		$25K Sell
1,092
-460
-30% -$10.9K ﹤0.01% 1064
2022
Q1 		$38K Sell
1,552
-155
-9% -$3.83K ﹤0.01% 1054
2021
Q4 		$43K Hold
1,707
– – ﹤0.01% 1067
2021
Q3 		$43K Hold
1,707
– – ﹤0.01% 1054
2021
Q2 		$43K Hold
1,707
– – ﹤0.01% 1035
2021
Q1 		$43K Hold
1,707
– – ﹤0.01% 987
2020
Q4 		$43K Hold
1,707
– – ﹤0.01% 910
2020
Q3 		$42K Hold
1,707
– – ﹤0.01% 901
2020
Q2 		$41K Sell
1,707
-145
-8% -$3.4K ﹤0.01% 906
2020
Q1 		$42K Hold
1,852
– – ﹤0.01% 853
2019
Q4 		$48K Buy
+1,852
New +$48K ﹤0.01% 914

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

Advisornet Financial's BSJN Position: Q4 2023 in Review

Advisornet Financial sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 1,195 shares — an estimated $28.1K sold.

Advisornet Financial first reported a position in BSJN in Q4 2019 and held it in 16 quarters. The position peaked at $48K in Q4 2019. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • Advisornet Financial reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 1,195 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $28.1K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Advisornet Financial's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $48K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.