GFG
BSJN

Goldstone Financial Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Goldstone Financial Group’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
Q3 		– Sell
-11,492
Closed -$270K – 171
2023
Q2 		$270K Sell
11,492
-4,884
-30% -$115K 0.08% 134
2023
Q1 		$386K Buy
+16,376
New +$385K 0.13% 98

Other funds holding BSJN

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Envestnet Asset Management
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldstone Financial Group's BSJN Position: Q3 2023 in Review

Goldstone Financial Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2023, closing a stake of 11,492 shares — an estimated $270K sold.

Goldstone Financial Group first reported a position in BSJN in Q1 2023 and held it in 2 quarters. The position peaked at $386K in Q1 2023. 136 funds tracked by Wall St. Rank hold BSJN as of Q3 2023.

  • Goldstone Financial Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 11,492 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $270K.
  • Goldstone Financial Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $386K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2023.

Based on Goldstone Financial Group's 13F filing for Q3 2023, filed 15 Jan 2025.