BFEC
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Benjamin F. Edwards & Company’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$49K Buy
2,298
+510
+29% +$10.9K ﹤0.01% 1336
2024
Q1 		$39K Buy
1,788
+276
+18% +$5.96K ﹤0.01% 1370
2023
Q4 		$33K Buy
+1,512
New +$31.6K ﹤0.01% 1360

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Benjamin F. Edwards & Company's BSJS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 29% in Q2 2024, buying an estimated $10.9K and bringing the position to 2,298 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Benjamin F. Edwards & Company first reported a position in BSJS in Q4 2023 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold BSJS as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,298 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $49K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 510 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $10.9K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1336 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.