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

Aspen 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 Q3	–	Sell	-8,700	Closed	-$200K	–	145
2022 Q2	$200K	Hold	8,700	–	–	0.13%	137
2022 Q1	$213K	Hold	8,700	–	–	0.11%	139
2021 Q4	$220K	Sell	8,700 -1,800	-17%	-$45.4K	0.11%	136
2021 Q3	$266K	Sell	10,500 -400	-4%	-$10.2K	0.14%	125
2021 Q2	$278K	Buy	10,900 +100	+0.9%	+$2.54K	0.15%	129
2021 Q1	$273K	Hold	10,800	–	–	0.15%	122
2020 Q4	$274K	Hold	10,800	–	–	0.16%	112
2020 Q3	$265K	Hold	10,800	–	–	0.18%	106
2020 Q2	$259K	Hold	10,800	–	–	0.19%	100
2020 Q1	$242K	Hold	10,800	–	–	0.21%	91
2019 Q4	$282K	Buy	+10,800	New	+$280K	0.18%	109

Other funds holding BSJN

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UCFA

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

Aspen Investment Management's BSJN Position: Q3 2022 in Review

Aspen Investment Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 8,700 shares — an estimated $200K sold.

Aspen Investment Management first reported a position in BSJN in Q4 2019 and held it in 11 quarters. The position peaked at $282K in Q4 2019. 134 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

Aspen Investment Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Aspen Investment Management sold 8,700 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $200K.
Aspen Investment Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Aspen Investment Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $282K in Q4 2019.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2022.

Based on Aspen Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.