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	–	213
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	–	194
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 $1.74B 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

Bradley & Co Private Wealth Management's BSJN Position: Q4 2023 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 3,795 shares — an estimated $89.2K sold.

Bradley & Co Private Wealth Management first reported a position in BSJN in Q1 2021 and held it in 10 quarters. The position peaked at $442K in Q2 2021. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 3,795 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $89.2K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $442K in Q2 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.