HIP
BSJN

HUB Investment Partners’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

HUB Investment Partners’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
Q1 		– Sell
-20,534
Closed -$479K – 248
2022
Q4 		$479K Sell
20,534
-1,722
-8% -$40.1K 0.19% 88
2022
Q3 		$508K Sell
22,256
-1,636
-7% -$38.3K 0.15% 103
2022
Q2 		$548K Sell
23,892
-6,068
-20% -$144K 0.17% 101
2022
Q1 		$734K Sell
29,960
-7,635
-20% -$189K 0.2% 102
2021
Q4 		$951K Sell
37,595
-4,095
-10% -$103K 0.22% 92
2021
Q3 		$1.06M Sell
41,690
-30,766
-42% -$781K 0.28% 97
2021
Q2 		$1.84M Sell
72,456
-3,240
-4% -$82.2K 0.5% 57
2021
Q1 		$1.92M Buy
75,696
+4,888
+7% +$124K 0.57% 50
2020
Q4 		$1.74M Buy
+70,808
New +$1.77M 0.8% 36

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UCFA
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Wells Fargo
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Morgan Stanley
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IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return