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

Other funds holding BSJN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $1.89T AUM 35.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Architects (New Jersey)'s BSJN Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2020, closing a stake of 2,015 shares — an estimated $48K sold.

Financial Architects (New Jersey) first reported a position in BSJN in Q3 2019 and held it in 4 quarters. The position peaked at $53K in Q4 2019. 99 funds tracked by Wall St. Rank hold BSJN as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,015 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $48K.
Financial Architects (New Jersey) first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
Financial Architects (New Jersey)'s Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $53K in Q4 2019.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.