Blue Trust Inc’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Blue Trust Inc’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 Q4	–	Sell	-1,587	Closed	-$37K	–	2744
2023 Q3	$37K	Buy	+1,587	New	+$37.3K	﹤0.01%	962

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc's BSJN Position: Q4 2023 in Review

Blue Trust Inc sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 1,587 shares — an estimated $37K sold.

Blue Trust Inc first reported a position in BSJN in Q3 2023 and held it in 1 quarter. The position peaked at $37K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Blue Trust Inc reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Blue Trust Inc sold 1,587 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $37K.
Blue Trust Inc first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
Blue Trust Inc's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $37K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.