AIM
BSJN

Anchor Investment Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Anchor 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
2023
Q1 		– Sell
-3,615
Closed -$84.3K – 1015
2022
Q4 		$84.3K Hold
3,615
– – 0.01% 456
2022
Q3 		$82.5K Sell
3,615
-2,100
-37% -$49.1K 0.01% 451
2022
Q2 		$131K Sell
5,715
-50
-0.9% -$1.19K 0.02% 414
2022
Q1 		$141K Buy
5,765
+5,290
+1,114% +$131K 0.02% 425
2021
Q4 		$12K Hold
475
– – ﹤0.01% 757
2021
Q3 		$12K Sell
475
-8,692
-95% -$221K ﹤0.01% 693
2021
Q2 		$233K Buy
9,167
+23
+0.3% +$584 0.03% 340
2021
Q1 		$231K Buy
9,144
+1,121
+14% +$28.4K 0.04% 316
2020
Q4 		$204K Hold
8,023
– – 0.04% 297
2020
Q3 		$197K Hold
8,023
– – 0.04% 279
2020
Q2 		$192K Hold
8,023
– – 0.04% 269
2020
Q1 		$180K Buy
8,023
+27
+0.3% +$678 0.05% 261
2019
Q4 		$209K Hold
7,996
– – 0.04% 288
2019
Q3 		$208K Sell
7,996
-75
-0.9% -$1.95K 0.05% 287
2019
Q2 		$210K Hold
8,071
– – 0.05% 285
2019
Q1 		$210K Hold
8,071
– – 0.05% 276
2018
Q4 		$199K Buy
8,071
+35
+0.4% +$893 0.06% 269
2018
Q3 		$211K Sell
8,036
-450
-5% -$11.8K 0.05% 287
2018
Q2 		$220K Hold
8,486
– – 0.05% 280
2018
Q1 		$220K Buy
8,486
+825
+11% +$21.6K 0.06% 278
2017
Q4 		$202K Buy
7,661
+3,333
+77% +$88.8K 0.05% 282
2017
Q3 		$116K Buy
+4,328
New +$116K 0.03% 330

Other funds holding BSJN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Anchor Investment Management's BSJN Position: Q1 2023 in Review

Anchor Investment Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2023, closing a stake of 3,615 shares — an estimated $84.3K sold.

Anchor Investment Management first reported a position in BSJN in Q3 2017 and held it in 22 quarters. The position peaked at $233K in Q2 2021. 149 funds tracked by Wall St. Rank hold BSJN as of Q1 2023.

  • Anchor Investment Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Anchor Investment Management sold 3,615 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $84.3K.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2017 and held it in 22 quarters.
  • Anchor Investment Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $233K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.