Horizons Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Horizons Wealth Management’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 Q4	–	Sell	-31,553	Closed	-$742K	–	188
2023 Q3	$742K	Sell	31,553 -33,047	-51%	-$777K	0.54%	28
2023 Q2	$1.52M	Buy	64,600 +3	+0%	+$71	1.08%	20
2023 Q1	$1.52M	Buy	64,597 +10,697	+20%	+$251K	1.12%	20
2022 Q4	$1.26M	Buy	53,900 +22,506	+72%	+$524K	1%	20
2022 Q3	$716K	Buy	31,394 +314	+1%	+$7.35K	0.66%	21
2022 Q2	$738K	Buy	+31,080	New	+$739K	0.6%	23

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Horizons Wealth Management's BSJN Position: Q4 2023 in Review

Horizons Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 31,553 shares — an estimated $742K sold.

Horizons Wealth Management first reported a position in BSJN in Q2 2022 and held it in 6 quarters. The position peaked at $1.52M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Horizons Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Horizons Wealth Management sold 31,553 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $742K.
Horizons Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
Horizons Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.52M in Q1 2023.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Horizons Wealth Management's 13F filing for Q4 2023, filed 8 Jan 2024.