AWM
BSJN

Avior Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Avior Wealth Management’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
-604
Closed -$14.2K – 1683
2023
Q3 		$14.2K Buy
604
+7
+1% +$165 ﹤0.01% 986
2023
Q2 		$14K Buy
597
+8
+1% +$188 ﹤0.01% 974
2023
Q1 		$13.9K Buy
589
+7
+1% +$165 ﹤0.01% 1001
2022
Q4 		$13.6K Buy
582
+8
+1% +$186 ﹤0.01% 810
2022
Q3 		$13K Buy
574
+6
+1% +$140 ﹤0.01% 821
2022
Q2 		$13K Buy
568
+5
+0.9% +$119 ﹤0.01% 739
2022
Q1 		$13K Buy
563
+4
+0.7% +$99 ﹤0.01% 795
2021
Q4 		$14K Buy
559
+5
+0.9% +$126 ﹤0.01% 769
2021
Q3 		$14K Buy
554
+4
+0.7% +$102 ﹤0.01% 733
2021
Q2 		$14K Buy
550
+5
+0.9% +$127 ﹤0.01% 705
2021
Q1 		$13K Sell
545
-758
-58% -$19.2K ﹤0.01% 727
2020
Q4 		$33K Buy
1,303
+14
+1% +$350 ﹤0.01% 536
2020
Q3 		$31K Buy
+1,289
New +$31.8K ﹤0.01% 547

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avior Wealth Management's BSJN Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 604 shares — an estimated $14.2K sold.

Avior Wealth Management first reported a position in BSJN in Q3 2020 and held it in 13 quarters. The position peaked at $33K in Q4 2020. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 604 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $14.2K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2020 and held it in 13 quarters.
  • Avior Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $33K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.