Avantax Advisory Services’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-31,600	Closed	-$744K	–	1587
2023 Q1	$744K	Sell	31,600 -6,424	-17%	-$151K	0.01%	765
2022 Q4	$886K	Buy	38,024 +2,225	+6%	+$51.8K	0.01%	672
2022 Q3	$817K	Buy	35,799 +10,309	+40%	+$241K	0.01%	622
2022 Q2	$585K	Buy	25,490 +16,943	+198%	+$403K	0.01%	723
2022 Q1	$212K	Buy	+8,547	New	+$211K	﹤0.01%	1170

Other funds holding BSJN

MCP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Avantax Advisory Services's BSJN Position: Q2 2023 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 31,600 shares — an estimated $744K sold.

Avantax Advisory Services first reported a position in BSJN in Q1 2022 and held it in 5 quarters. The position peaked at $886K in Q4 2022. 149 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

Avantax Advisory Services reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 31,600 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $744K.
Avantax Advisory Services first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Avantax Advisory Services's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $886K in Q4 2022.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.