Gradient Investments
BSJS icon

Gradient Investments’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Gradient Investments’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
Q3 		– Sell
-800
Closed -$17.2K – 430
2024
Q2 		$17.2K Sell
800
-51
-6% -$1.09K ﹤0.01% 663
2024
Q1 		$18.4K Buy
851
+182
+27% +$3.93K ﹤0.01% 559
2023
Q4 		$14.5K Buy
+669
New +$14K ﹤0.01% 765

Other funds holding BSJS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 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
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gradient Investments's BSJS Position: Q3 2024 in Review

Gradient Investments sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q3 2024, closing a stake of 800 shares — an estimated $17.2K sold.

Gradient Investments first reported a position in BSJS in Q4 2023 and held it in 3 quarters. The position peaked at $18.4K in Q1 2024. 75 funds tracked by Wall St. Rank hold BSJS as of Q3 2024.

  • Gradient Investments reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 800 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $17.2K.
  • Gradient Investments first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $18.4K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.