Farther Finance Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Farther Finance Advisors’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	-14,354	Closed	-$337K	–	3632
2023 Q3	$337K	Sell	14,354 -20,098	-58%	-$473K	0.05%	273
2023 Q2	$810K	Sell	34,452 -24,417	-41%	-$575K	0.18%	109
2023 Q1	$1.39M	Buy	+58,869	New	+$1.38M	0.41%	46

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's BSJN Position: Q4 2023 in Review

Farther Finance Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 14,354 shares — an estimated $337K sold.

Farther Finance Advisors first reported a position in BSJN in Q1 2023 and held it in 3 quarters. The position peaked at $1.39M in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Farther Finance Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 14,354 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $337K.
Farther Finance Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Farther Finance Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.