Bradley & Co Private Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Bradley & Co Private Wealth Management’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
2022 Q4	–	Sell	-2,190	Closed	-$44K	–	175
2022 Q3	$44K	Hold	2,190	–	–	0.05%	69
2022 Q2	$46K	Buy	+2,190	New	+$48.7K	0.05%	83

Other funds holding BSJS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CCP

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $112M AUM

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSJS Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q4 2022, closing a stake of 2,190 shares — an estimated $44K sold.

Bradley & Co Private Wealth Management first reported a position in BSJS in Q2 2022 and held it in 2 quarters. The position peaked at $46K in Q2 2022. 21 funds tracked by Wall St. Rank hold BSJS as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 2,190 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $44K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $46K in Q2 2022.
21 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.