Freedom Investment Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Freedom Investment Management’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
2022 Q4	–	Sell	-9,854	Closed	-$225K	–	807
2022 Q3	$225K	Sell	9,854 -461	-4%	-$10.8K	0.03%	640
2022 Q2	$237K	Sell	10,315 -1,236	-11%	-$29.4K	0.03%	646
2022 Q1	$283K	Sell	11,551 -34,722	-75%	-$859K	0.03%	629
2021 Q4	$1.17M	Buy	46,273 +5,742	+14%	+$145K	0.09%	302
2021 Q3	$1.03M	Buy	40,531 +1,504	+4%	+$38.2K	0.08%	317
2021 Q2	$994K	Buy	39,027 +5,853	+18%	+$149K	0.07%	330
2021 Q1	$839K	Buy	+33,174	New	+$840K	0.07%	355

Other funds holding BSJN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Freedom Investment Management's BSJN Position: Q4 2022 in Review

Freedom Investment Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2022, closing a stake of 9,854 shares — an estimated $225K sold.

Freedom Investment Management first reported a position in BSJN in Q1 2021 and held it in 7 quarters. The position peaked at $1.17M in Q4 2021. 149 funds tracked by Wall St. Rank hold BSJN as of Q4 2022.

Freedom Investment Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 9,854 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $225K.
Freedom Investment Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Freedom Investment Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.17M in Q4 2021.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.