Beaumont Financial Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Beaumont Financial 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 Q1	–	Sell	-13,134	Closed	-$306K	–	342
2022 Q4	$306K	Sell	13,134 -188	-1%	-$4.37K	0.03%	253
2022 Q3	$304K	Sell	13,322 -639	-5%	-$15K	0.03%	236
2022 Q2	$320K	Sell	13,961 -1,277	-8%	-$30.4K	0.03%	228
2022 Q1	$373K	Sell	15,238 -320	-2%	-$7.92K	0.03%	244
2021 Q4	$393K	Sell	15,558 -556	-3%	-$14K	0.03%	245
2021 Q3	$408K	Sell	16,114 -573	-3%	-$14.5K	0.03%	234
2021 Q2	$425K	Sell	16,687 -668	-4%	-$17K	0.03%	238
2021 Q1	$439K	Sell	17,355 -340	-2%	-$8.6K	0.04%	216
2020 Q4	$449K	Sell	17,695 -33,627	-66%	-$842K	0.04%	212
2020 Q3	$1.26M	Sell	51,322 -3,805	-7%	-$93.7K	0.12%	119
2020 Q2	$1.32M	Sell	55,127 -41,673	-43%	-$979K	0.14%	117
2020 Q1	$2.17M	Buy	96,800 +75,323	+351%	+$1.89M	0.27%	65
2019 Q4	$561K	Buy	+21,477	New	+$557K	0.06%	171

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

Jane Street New York $1.21T AUM 78.12% 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

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

Beaumont Financial Advisors's BSJN Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2023, closing a stake of 13,134 shares — an estimated $306K sold.

Beaumont Financial Advisors first reported a position in BSJN in Q4 2019 and held it in 13 quarters. The position peaked at $2.17M in Q1 2020. 148 funds tracked by Wall St. Rank hold BSJN as of Q1 2023.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 13,134 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $306K.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $2.17M in Q1 2020.
148 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.