HWA
BSJN

HHM Wealth Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

HHM Wealth Advisors’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
2020
Q3 		– Sell
-3,850
Closed -$92K – 543
2020
Q2 		$92K Hold
3,850
– – 0.04% 156
2020
Q1 		$86K Buy
+3,850
New +$96.7K 0.04% 134

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HHM Wealth Advisors's BSJN Position: Q3 2020 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2020, closing a stake of 3,850 shares — an estimated $92K sold.

HHM Wealth Advisors first reported a position in BSJN in Q1 2020 and held it in 2 quarters. The position peaked at $92K in Q2 2020. 99 funds tracked by Wall St. Rank hold BSJN as of Q3 2020.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 3,850 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $92K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $92K in Q2 2020.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2020.

Based on HHM Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.