FinDec Wealth Services’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

FinDec Wealth Services’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	-13,001	Closed	-$306K	–	48
2023 Q3	$306K	Hold	13,001	–	–	0.22%	37
2023 Q2	$306K	Hold	13,001	–	–	0.21%	38
2023 Q1	$306K	Hold	13,001	–	–	0.23%	37
2022 Q4	$303K	Buy	+13,001	New	+$302K	0.25%	36

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

FinDec Wealth Services's BSJN Position: Q4 2023 in Review

FinDec Wealth Services sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 13,001 shares — an estimated $306K sold.

FinDec Wealth Services first reported a position in BSJN in Q4 2022 and held it in 4 quarters. The position peaked at $306K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

FinDec Wealth Services reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
FinDec Wealth Services sold 13,001 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $306K.
FinDec Wealth Services first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
FinDec Wealth Services's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $306K 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 FinDec Wealth Services's 13F filing for Q4 2023, filed 7 Feb 2024.