BWA
BSJN

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

BDO 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
2020
Q2 		– Sell
-1,900
Closed -$43K – 780
2020
Q1 		$43K Hold
1,900
– – 0.01% 352
2019
Q4 		$50K Hold
1,900
– – 0.01% 301
2019
Q3 		$50K Buy
+1,900
New +$49.5K 0.01% 316

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDO Wealth Advisors's BSJN Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2020, closing a stake of 1,900 shares — an estimated $43K sold.

BDO Wealth Advisors first reported a position in BSJN in Q3 2019 and held it in 3 quarters. The position peaked at $50K in Q4 2019. 102 funds tracked by Wall St. Rank hold BSJN as of Q2 2020.

  • BDO Wealth Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,900 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $43K.
  • BDO Wealth Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $50K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.