EH
BSJN

Equitable Holdings’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Equitable Holdings’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
2023
Q4 		– Sell
-9,617
Closed -$226K – 1172
2023
Q3 		$226K Sell
9,617
-20,923
-69% -$492K ﹤0.01% 962
2023
Q2 		$718K Sell
30,540
-29,085
-49% -$685K 0.01% 604
2023
Q1 		$1.4M Buy
59,625
+20,718
+53% +$487K 0.02% 407
2022
Q4 		$907K Buy
+38,907
New +$905K 0.02% 465

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM