Belpointe Asset Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Belpointe Asset Management’s Portfolio BSJS Stock Details BSJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-149	Closed	-$3.14K	–	946
2023 Q1	$3.14K	Hold	149	–	–	﹤0.01%	3179
2022 Q4	$3.07K	Buy	+149	New	+$3.1K	﹤0.01%	3107

Other funds holding BSJS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $112M AUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Belpointe Asset Management's BSJS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2023, closing a stake of 149 shares — an estimated $3.14K sold.

Belpointe Asset Management first reported a position in BSJS in Q4 2022 and held it in 2 quarters. The position peaked at $3.14K in Q1 2023. 33 funds tracked by Wall St. Rank hold BSJS as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 149 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $3.14K.
Belpointe Asset Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $3.14K in Q1 2023.
33 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.