Denver Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Denver 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
2023 Q2	–	Sell	-62,907	Closed	-$1.33M	–	75
2023 Q1	$1.33M	Buy	+62,907	New	+$1.32M	0.92%	28

Other funds holding BSJS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $112M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Denver Wealth Management's BSJS Position: Q2 2023 in Review

Denver Wealth Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2023, closing a stake of 62,907 shares — an estimated $1.33M sold.

Denver Wealth Management first reported a position in BSJS in Q1 2023 and held it in 1 quarter. The position peaked at $1.33M in Q1 2023. 34 funds tracked by Wall St. Rank hold BSJS as of Q2 2023.

Denver Wealth Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Denver Wealth Management sold 62,907 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $1.33M.
Denver Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
Denver Wealth Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $1.33M in Q1 2023.
34 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2023.

Based on Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.