HSA
BSJN

HBK Sorce Advisory’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

HBK Sorce Advisory’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
2019
Q3 		– Sell
-11,614
Closed -$303K – 425
2019
Q2 		$303K Hold
11,614
– – 0.03% 323
2019
Q1 		$302K Buy
+11,614
New +$299K 0.03% 334

Other funds holding BSJN

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HBK Sorce Advisory's BSJN Position: Q3 2019 in Review

HBK Sorce Advisory sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2019, closing a stake of 11,614 shares — an estimated $303K sold.

HBK Sorce Advisory first reported a position in BSJN in Q1 2019 and held it in 2 quarters. The position peaked at $303K in Q2 2019. 69 funds tracked by Wall St. Rank hold BSJN as of Q3 2019.

  • HBK Sorce Advisory reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • HBK Sorce Advisory sold 11,614 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $303K.
  • HBK Sorce Advisory first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
  • HBK Sorce Advisory's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $303K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2019.

Based on HBK Sorce Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.