American Institute for Advanced Investment Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

American Institute for Advanced Investment 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
2022 Q2	–	Sell	-8,801	Closed	-$216K	–	127
2022 Q1	$216K	Sell	8,801 -6,100	-41%	-$151K	0.16%	108
2021 Q4	$377K	Hold	14,901	–	–	0.25%	83
2021 Q3	$377K	Hold	14,901	–	–	0.27%	82
2021 Q2	$380K	Buy	14,901 +406	+3%	+$10.3K	0.27%	82
2021 Q1	$367K	Buy	14,495 +18	+0.1%	+$456	0.28%	75
2020 Q4	$367K	Buy	14,477 +20	+0.1%	+$501	0.29%	73
2020 Q3	$355K	Buy	14,457 +21	+0.1%	+$517	0.32%	69
2020 Q2	$346K	Buy	14,436 +21	+0.1%	+$493	0.33%	66
2020 Q1	$324K	Buy	14,415 +1,715	+14%	+$43.1K	0.35%	66
2019 Q4	$332K	Buy	+12,700	New	+$329K	0.32%	68

Other funds holding BSJN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

IAS

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

American Institute for Advanced Investment Management's BSJN Position: Q2 2022 in Review

American Institute for Advanced Investment Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2022, closing a stake of 8,801 shares — an estimated $216K sold.

American Institute for Advanced Investment Management first reported a position in BSJN in Q4 2019 and held it in 10 quarters. The position peaked at $380K in Q2 2021. 143 funds tracked by Wall St. Rank hold BSJN as of Q2 2022.

American Institute for Advanced Investment Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 8,801 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $216K.
American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
American Institute for Advanced Investment Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $380K in Q2 2021.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2022, filed 21 Jul 2022.