Arkadios Wealth Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-2,000	Closed	-$50K	–	1871
2021 Q3	$50K	Hold	2,000	–	–	0.01%	879
2021 Q2	$50K	Buy	+2,000	New	+$50.8K	0.01%	931

Other funds holding BSJN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAS

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

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

MCP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's BSJN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2021, closing a stake of 2,000 shares — an estimated $50K sold.

Arkadios Wealth Advisors first reported a position in BSJN in Q2 2021 and held it in 2 quarters. The position peaked at $50K in Q3 2021. 139 funds tracked by Wall St. Rank hold BSJN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,000 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $50K.
Arkadios Wealth Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $50K in Q3 2021.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.