BC
BSJN

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

Bartlett & Co’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 -$21K – 1294
2022
Q2 		$21K Buy
+935
New +$22.2K ﹤0.01% 732

Other funds holding BSJN

UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
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
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's BSJN Position: Q3 2022 in Review

Bartlett & Co sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 935 shares — an estimated $21K sold.

Bartlett & Co first reported a position in BSJN in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

  • Bartlett & Co reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 935 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $21K.
  • Bartlett & Co first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $21K 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's 13F filing for Q3 2022, filed 17 Oct 2022.