Baird Financial Group
BSJU icon

Baird Financial Group’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Baird Financial Group’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,355
Closed -$826K – 1715
2023
Q2 		$826K Sell
33,355
-1,058
-3% -$26.1K ﹤0.01% 1178
2023
Q1 		$861K Sell
34,413
-71
-0.2% -$1.75K ﹤0.01% 1140
2022
Q4 		$834K Buy
+34,484
New +$841K ﹤0.01% 1115

Other funds holding BSJU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's BSJU Position: Q3 2023 in Review

Baird Financial Group sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q3 2023, closing a stake of 33,355 shares — an estimated $826K sold.

Baird Financial Group first reported a position in BSJU in Q4 2022 and held it in 3 quarters. The position peaked at $861K in Q1 2023. 9 funds tracked by Wall St. Rank hold BSJU as of Q3 2023.

  • Baird Financial Group reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 33,355 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $826K.
  • Baird Financial Group first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Baird Financial Group's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $861K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.