BCM
BSJN

Bluefin Capital Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Bluefin Capital Management’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
2019
Q2 		– Sell
-45,561
Closed -$1.19M – 547
2019
Q1 		$1.19M Sell
45,561
-24,763
-35% -$637K 0.2% 92
2018
Q4 		$1.73M Sell
70,324
-15,003
-18% -$383K 0.2% 83
2018
Q3 		$2.24M Sell
85,327
-35,507
-29% -$929K 0.24% 94
2018
Q2 		$3.14M Sell
120,834
-19,389
-14% -$505K 0.27% 70
2018
Q1 		$3.64M Buy
+140,223
New +$3.67M 0.29% 64

Other funds holding BSJN

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return