FIA
BSJN

Foundations Investment Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Foundations Investment 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
-32,092
Closed -$754K – 742
2023
Q3 		$754K Buy
32,092
+5,891
+22% +$139K 0.02% 319
2023
Q2 		$616K Buy
26,201
+1,122
+4% +$26.4K 0.02% 326
2023
Q1 		$591K Buy
+25,079
New +$589K 0.02% 301

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