Ameritas Advisory Services’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Ameritas Advisory Services’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	-7,793	Closed	-$184K	–	2675
2023 Q1	$184K	Sell	7,793 -6,571	-46%	-$154K	0.01%	792
2022 Q4	$335K	Buy	14,364 +5,515	+62%	+$128K	0.02%	679
2022 Q3	$202K	Hold	8,849	–	–	0.01%	712
2022 Q2	$203K	Hold	8,849	–	–	0.01%	749
2022 Q1	$217K	Hold	8,849	–	–	0.01%	779
2021 Q4	$224K	Buy	+8,849	New	+$223K	0.01%	746

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

Ameritas Advisory Services's BSJN Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 7,793 shares — an estimated $184K sold.

Ameritas Advisory Services first reported a position in BSJN in Q4 2021 and held it in 6 quarters. The position peaked at $335K in Q4 2022. 149 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

Ameritas Advisory Services reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 7,793 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $184K.
Ameritas Advisory Services first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Ameritas Advisory Services's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $335K in Q4 2022.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.