AWM
BSJN

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

AE 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
Q4 		– Sell
-162,406
Closed -$3.82M – 2218
2023
Q3 		$3.82M Buy
162,406
+4,996
+3% +$118K 0.02% 622
2023
Q2 		$3.7M Sell
157,410
-539
-0.3% -$12.7K 0.02% 630
2023
Q1 		$3.72M Buy
157,949
+50,152
+47% +$1.18M 0.02% 587
2022
Q4 		$2.51M Sell
107,797
-19,658
-15% -$457K 0.02% 668
2022
Q3 		$2.91M Buy
127,455
+916
+0.7% +$21.4K 0.02% 581
2022
Q2 		$2.9M Buy
126,539
+66,771
+112% +$1.59M 0.02% 546
2022
Q1 		$1.47M Buy
+59,768
New +$1.48M 0.01% 794

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM