Financial Architects (New Jersey)’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-2,015	Closed	-$48K	–	804
2020 Q2	$48K	Hold	2,015	–	–	0.01%	429
2020 Q1	$45K	Hold	2,015	–	–	0.01%	402
2019 Q4	$53K	Buy	2,015 +1,550	+333%	+$40.2K	0.01%	422
2019 Q3	$12K	Buy	+465	New	+$12.1K	﹤0.01%	702

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return