Global Retirement Partners
BSJS icon

Global Retirement Partners’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Global Retirement Partners’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,637
Closed -$35.3K – 3397
2023
Q4 		$35.3K Hold
1,637
– – ﹤0.01% 1518
2023
Q3 		$33.3K Hold
1,637
– – ﹤0.01% 1447
2023
Q2 		$34.4K Sell
1,637
-563
-26% -$11.8K ﹤0.01% 1445
2023
Q1 		$46.3K Buy
+2,200
New +$46.3K ﹤0.01% 1279

Other funds holding BSJS

Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Global Retirement Partners's BSJS Position: Q1 2024 in Review

Global Retirement Partners sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2024, closing a stake of 1,637 shares — an estimated $35.3K sold.

Global Retirement Partners first reported a position in BSJS in Q1 2023 and held it in 4 quarters. The position peaked at $46.3K in Q1 2023. 53 funds tracked by Wall St. Rank hold BSJS as of Q1 2024.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,637 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $35.3K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Global Retirement Partners's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $46.3K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.