Arete Wealth Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Hold
13,923
0.02% 550
2025
Q1
$301K Sell
13,923
-1,117
-7% -$24.1K 0.02% 527
2024
Q4
$328K Buy
15,040
+439
+3% +$9.57K 0.02% 527
2024
Q3
$323K Buy
14,601
+1,117
+8% +$24.7K 0.03% 493
2024
Q2
$289K Buy
13,484
+1,335
+11% +$28.6K 0.02% 539
2024
Q1
$263K Buy
+12,149
New +$263K 0.02% 356