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

Axxcess 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
2022 Q4	–	Sell	-12,361	Closed	-$282K	–	699
2022 Q3	$282K	Hold	12,361	–	–	0.03%	414
2022 Q2	$284K	Hold	12,361	–	–	0.03%	410
2022 Q1	$303K	Buy	12,361 +30	+0.2%	+$742	0.02%	471
2021 Q4	$312K	Buy	+12,331	New	+$311K	0.02%	463

Other funds holding BSJN

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

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

Axxcess Wealth Management's BSJN Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2022, closing a stake of 12,361 shares — an estimated $282K sold.

Axxcess Wealth Management first reported a position in BSJN in Q4 2021 and held it in 4 quarters. The position peaked at $312K in Q4 2021. 148 funds tracked by Wall St. Rank hold BSJN as of Q4 2022.

Axxcess Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 12,361 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $282K.
Axxcess Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $312K in Q4 2021.
148 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.