BRWA
BSJN

B. Riley Wealth Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-12,602
Closed -$297K – 1674
2023
Q1 		$297K Sell
12,602
-525
-4% -$12.3K 0.01% 1074
2022
Q4 		$306K Sell
13,127
-1,000
-7% -$23.3K 0.01% 1040
2022
Q3 		$323K Buy
14,127
+1,442
+11% +$33.7K 0.01% 961
2022
Q2 		$291K Buy
12,685
+800
+7% +$19K 0.01% 896
2022
Q1 		$292K Sell
11,885
-5,600
-32% -$139K 0.01% 1029
2021
Q4 		$443K Buy
17,485
+1,350
+8% +$34.1K 0.01% 886
2021
Q3 		$409K Buy
16,135
+300
+2% +$7.62K 0.01% 882
2021
Q2 		$404K Buy
+15,835
New +$402K 0.01% 875

Other funds holding BSJN

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return