Global Financial Private Capital’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Global Financial Private Capital’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
2020 Q1	–	Sell	-812	Closed	-$21K	–	441
2019 Q4	$21K	Hold	812	–	–	﹤0.01%	316
2019 Q3	$21K	Hold	812	–	–	﹤0.01%	294
2019 Q2	$21K	Buy	+812	New	+$21.2K	﹤0.01%	343

Other funds holding BSJN

Jane Street New York $777B AUM 61.18% 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

RJFSA

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

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

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Global Financial Private Capital's BSJN Position: Q1 2020 in Review

Global Financial Private Capital sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2020, closing a stake of 812 shares — an estimated $21K sold.

Global Financial Private Capital first reported a position in BSJN in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 99 funds tracked by Wall St. Rank hold BSJN as of Q1 2020.

Global Financial Private Capital reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 812 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $21K.
Global Financial Private Capital first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Global Financial Private Capital's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $21K in Q4 2019.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.