AP
BSJN

Atwood & Palmer’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Atwood & Palmer’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
Q4 		– Sell
-2,910
Closed -$68.4K – 441
2023
Q3 		$68.4K Sell
2,910
-147,759
-98% -$3.48M 0.01% 192
2023
Q2 		$3.54M Sell
150,669
-7,700
-5% -$181K 0.32% 59
2023
Q1 		$3.73M Sell
158,369
-3,895
-2% -$91.5K 0.35% 59
2022
Q4 		$3.78M Sell
162,264
-27,750
-15% -$646K 0.34% 65
2022
Q3 		$4.34M Sell
190,014
-242,560
-56% -$5.68M 0.43% 59
2022
Q2 		$9.92M Sell
432,574
-4,916
-1% -$117K 0.97% 41
2022
Q1 		$10.7M Sell
437,490
-1,700
-0.4% -$42K 0.93% 41
2021
Q4 		$11.1M Buy
439,190
+23,674
+6% +$598K 0.93% 39
2021
Q3 		$10.5M Buy
415,516
+5,770
+1% +$146K 0.94% 40
2021
Q2 		$10.4M Sell
409,746
-1,768
-0.4% -$44.9K 0.94% 40
2021
Q1 		$10.4M Buy
411,514
+78,757
+24% +$1.99M 1% 38
2020
Q4 		$8.45M Buy
332,757
+300,219
+923% +$7.51M 0.91% 38
2020
Q3 		$798K Buy
32,538
+12,904
+66% +$318K 0.1% 76
2020
Q2 		$471K Buy
19,634
+12,529
+176% +$294K 0.06% 86
2020
Q1 		$160K Buy
7,105
+1,104
+18% +$27.7K 0.03% 125
2019
Q4 		$157K Buy
6,001
+1,251
+26% +$32.4K 0.02% 136
2019
Q3 		$124K Buy
4,750
+2,650
+126% +$69K 0.02% 153
2019
Q2 		$55K Buy
+2,100
New +$54.7K 0.01% 172

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Atwood & Palmer's BSJN Position: Q4 2023 in Review

Atwood & Palmer sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 2,910 shares — an estimated $68.4K sold.

Atwood & Palmer first reported a position in BSJN in Q2 2019 and held it in 18 quarters. The position peaked at $11.1M in Q4 2021. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Atwood & Palmer sold 2,910 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $68.4K.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2019 and held it in 18 quarters.
  • Atwood & Palmer's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $11.1M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.