BCPWM
BSJN

Bradley & Co Private Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Bradley & Co Private Wealth 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
2023
Q4 		– Sell
-3,795
Closed -$89.2K – 216
2023
Q3 		$89.2K Hold
3,795
– – 0.09% 41
2023
Q2 		$89.2K Hold
3,795
– – 0.09% 42
2023
Q1 		$89.4K Hold
3,795
– – 0.1% 39
2022
Q4 		$88.5K Buy
+3,795
New +$88.3K 0.11% 45
2022
Q3 		– Sell
-3,884
Closed -$89K – 197
2022
Q2 		$89K Hold
3,884
– – 0.1% 66
2022
Q1 		$95K Hold
3,884
– – 0.08% 67
2021
Q4 		$98K Hold
3,884
– – 0.08% 69
2021
Q3 		$98K Sell
3,884
-13,462
-78% -$342K 0.08% 70
2021
Q2 		$442K Hold
17,346
– – 0.39% 35
2021
Q1 		$439K Buy
+17,346
New +$439K 0.41% 36

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM