AWE
BSJN

Avidian Wealth Enterprises’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Avidian Wealth Enterprises’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
-8,875
Closed -$209K – 442
2023
Q3 		$209K Hold
8,875
– – 0.01% 379
2023
Q2 		$209K Buy
+8,875
New +$209K 0.01% 393
2022
Q3 		– Sell
-13,405
Closed -$308K – 476
2022
Q2 		$308K Sell
13,405
-2,540
-16% -$60.4K 0.02% 347
2022
Q1 		$391K Sell
15,945
-131
-0.8% -$3.24K 0.02% 348
2021
Q4 		$407K Buy
+16,076
New +$406K 0.03% 337

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 $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM