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Cetera Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Cetera Advisors’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
2024
Q1 		$1.63M Buy
75,067
+20,152
+37% +$435K 0.01% 914
2023
Q4 		$1.19M Buy
54,915
+40,614
+284% +$848K 0.02% 702
2023
Q3 		$294K Buy
14,301
+145
+1% +$3.04K ﹤0.01% 1326
2023
Q2 		$297K Buy
+14,156
New +$297K ﹤0.01% 1319

Other funds holding BSJS

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Cetera Advisors's BSJS Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 37% in Q1 2024, buying an estimated $435K and bringing the position to 75,067 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #914.

Cetera Advisors first reported a position in BSJS in Q2 2023 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold BSJS as of Q1 2024.

  • Cetera Advisors held 75,067 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $1.63M as of Q1 2024.
  • Cetera Advisors bought 20,152 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $435K.
  • Invesco BulletShares 2028 High Yield Corporate Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #914 holding.
  • Cetera Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.