Carmel Capital Partners’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Carmel Capital Partners’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
2023 Q2	–	Sell	-43,057	Closed	-$909K	–	434
2023 Q1	$909K	Buy	43,057 +13,215	+44%	+$278K	0.54%	42
2022 Q4	$617K	Buy	29,842 +17,830	+148%	+$371K	0.43%	58
2022 Q3	$241K	Buy	+12,012	New	+$258K	0.23%	103

Other funds holding BSJS

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

BAM

Banta Asset Management Newport Beach, California $112M AUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIC

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Carmel Capital Partners's BSJS Position: Q2 2023 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2023, closing a stake of 43,057 shares — an estimated $909K sold.

Carmel Capital Partners first reported a position in BSJS in Q3 2022 and held it in 3 quarters. The position peaked at $909K in Q1 2023. 33 funds tracked by Wall St. Rank hold BSJS as of Q2 2023.

Carmel Capital Partners reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Carmel Capital Partners sold 43,057 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $909K.
Carmel Capital Partners first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Carmel Capital Partners's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $909K in Q1 2023.
33 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.