Global Retirement Partners’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Global Retirement Partners’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,350	Closed	-$26.9K	–	3216
2022 Q4	$26.9K	Hold	1,350	–	–	﹤0.01%	1355
2022 Q3	$27K	Buy	+1,350	New	+$27.9K	﹤0.01%	1255

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FTUS

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VCM

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HIP

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ZIM

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4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Global Retirement Partners's BSJT Position: Q1 2023 in Review

Global Retirement Partners sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q1 2023, closing a stake of 1,350 shares — an estimated $26.9K sold.

Global Retirement Partners first reported a position in BSJT in Q3 2022 and held it in 2 quarters. The position peaked at $27K in Q3 2022. 13 funds tracked by Wall St. Rank hold BSJT as of Q1 2023.

Global Retirement Partners reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 1,350 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $26.9K.
Global Retirement Partners first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
Global Retirement Partners's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $27K in Q3 2022.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.