GRP
BSJN

Global Retirement Partners’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Global Retirement Partners’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
-6,707
Closed -$158K – 3499
2023
Q3 		$158K Sell
6,707
-2,721
-29% -$64K 0.01% 763
2023
Q2 		$222K Sell
9,428
-2,265
-19% -$53.3K 0.01% 654
2023
Q1 		$275K Buy
+11,693
New +$275K 0.01% 564

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Global Retirement Partners's BSJN Position: Q4 2023 in Review

Global Retirement Partners sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 6,707 shares — an estimated $158K sold.

Global Retirement Partners first reported a position in BSJN in Q1 2023 and held it in 3 quarters. The position peaked at $275K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 6,707 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $158K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Global Retirement Partners's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $275K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.