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 $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Friedenthal Financial's BSJN Position: Q2 2023 in Review

Friedenthal Financial sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 8,549 shares — an estimated $201K sold.

Friedenthal Financial first reported a position in BSJN in Q3 2020 and held it in 8 quarters. The position peaked at $407K in Q3 2020. 149 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

Friedenthal Financial reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Friedenthal Financial sold 8,549 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $201K.
Friedenthal Financial first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Friedenthal Financial's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $407K in Q3 2020.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on Friedenthal Financial's 13F filing for Q2 2023, filed 21 Jul 2023.