Avestar Capital’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Avestar Capital’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 Q2	–	Sell	-78,368	Closed	-$1.92M	–	415
2022 Q1	$1.92M	Sell	78,368 -5,766	-7%	-$143K	0.31%	57
2021 Q4	$2.13M	Buy	84,134 +3,103	+4%	+$78.3K	0.26%	80
2021 Q3	$2.05M	Buy	81,031 +17,675	+28%	+$449K	0.26%	80
2021 Q2	$1.61M	Buy	63,356 +5,000	+9%	+$127K	0.22%	117
2021 Q1	$1.48M	Buy	58,356 +7,651	+15%	+$194K	0.33%	56
2020 Q4	$1.29M	Buy	50,705 +2,864	+6%	+$71.7K	0.36%	55
2020 Q3	$1.18M	Buy	47,841 +5,729	+14%	+$141K	0.39%	52
2020 Q2	$1.01M	Buy	42,112 +7,124	+20%	+$167K	0.45%	59
2020 Q1	$786K	Buy	+34,988	New	+$879K	0.43%	59

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

MCP

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

IAS

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

UCFA

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

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

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

Avestar Capital's BSJN Position: Q2 2022 in Review

Avestar Capital sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2022, closing a stake of 78,368 shares — an estimated $1.92M sold.

Avestar Capital first reported a position in BSJN in Q1 2020 and held it in 9 quarters. The position peaked at $2.13M in Q4 2021. 142 funds tracked by Wall St. Rank hold BSJN as of Q2 2022.

Avestar Capital reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 78,368 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $1.92M.
Avestar Capital first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Avestar Capital's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $2.13M in Q4 2021.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.