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

Bartlett & Co 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 Q3	–	Sell	-935	Closed	-$21.4K	–	1302
2022 Q2	$21.4K	Buy	+935	New	+$22.2K	﹤0.01%	723

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Bartlett & Co Wealth Management's BSJN Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 935 shares — an estimated $21.4K sold.

Bartlett & Co Wealth Management first reported a position in BSJN in Q2 2022 and held it in 1 quarter. The position peaked at $21.4K in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 935 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $21.4K.
Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
Bartlett & Co Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $21.4K in Q2 2022.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.