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 $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

B. Riley Wealth Advisors's BSJN Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 12,602 shares — an estimated $297K sold.

B. Riley Wealth Advisors first reported a position in BSJN in Q2 2021 and held it in 8 quarters. The position peaked at $443K in Q4 2021. 149 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,602 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $297K.
B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
B. Riley Wealth Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $443K in Q4 2021.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.