BOPW
BSJN

Brandywine Oak Private Wealth’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-3,934
Closed -$96K – 670
2018
Q4 		$96K Buy
+3,934
New +$100K 0.02% 285

Other funds holding BSJN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brandywine Oak Private Wealth's BSJN Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2019, closing a stake of 3,934 shares — an estimated $96K sold.

Brandywine Oak Private Wealth first reported a position in BSJN in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 58 funds tracked by Wall St. Rank hold BSJN as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,934 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $96K.
  • Brandywine Oak Private Wealth first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $96K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.