AC
BSJN

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 – 417
2022
Q1 		$1.92M Sell
78,368
-5,766
-7% -$143K 0.36% 57
2021
Q4 		$2.13M Buy
84,134
+3,103
+4% +$78.3K 0.39% 80
2021
Q3 		$2.05M Buy
81,031
+17,675
+28% +$449K 0.4% 80
2021
Q2 		$1.61M Buy
63,356
+5,000
+9% +$127K 0.31% 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return