FF
BSJN

Friedenthal Financial’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Friedenthal Financial’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
Q2 		– Sell
-8,549
Closed -$201K – 145
2023
Q1 		$201K Sell
8,549
-31
-0.4% -$729 0.14% 105
2022
Q4 		$200K Buy
+8,580
New +$200K 0.14% 103
2022
Q2 		– Sell
-10,208
Closed -$250K – 75
2022
Q1 		$250K Buy
10,208
+72
+0.7% +$1.78K 0.15% 55
2021
Q4 		$256K Buy
10,136
+423
+4% +$10.7K 0.16% 66
2021
Q3 		$246K Buy
9,713
+168
+2% +$4.26K 0.15% 61
2021
Q2 		$243K Buy
+9,545
New +$242K 0.15% 61
2021
Q1 		– Sell
-11,754
Closed -$298K – 62
2020
Q4 		$298K Sell
11,754
-4,850
-29% -$121K 0.22% 46
2020
Q3 		$407K Buy
+16,604
New +$409K 0.33% 45

Other funds holding BSJN

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return