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

IHT 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
2022 Q1	–	Sell	-68,109	Closed	-$1.72M	–	866
2021 Q4	$1.72M	Buy	68,109 +2,535	+4%	+$64K	0.13%	163
2021 Q3	$1.66M	Buy	65,574 +1,951	+3%	+$49.5K	0.14%	151
2021 Q2	$1.62M	Buy	63,623 +2,872	+5%	+$72.9K	0.1%	202
2021 Q1	$1.54M	Buy	60,751 +4,582	+8%	+$116K	0.11%	188
2020 Q4	$1.43M	Sell	56,169 -695	-1%	-$17.4K	0.12%	179
2020 Q3	$1.4M	Buy	56,864 +3,184	+6%	+$78.4K	0.14%	155
2020 Q2	$1.29M	Sell	53,680 -2,463	-4%	-$57.8K	0.18%	128
2020 Q1	$1.26M	Buy	+56,143	New	+$1.41M	0.18%	133

Other funds holding BSJN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IHT Wealth Management's BSJN Position: Q1 2022 in Review

IHT Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2022, closing a stake of 68,109 shares — an estimated $1.72M sold.

IHT Wealth Management first reported a position in BSJN in Q1 2020 and held it in 8 quarters. The position peaked at $1.72M in Q4 2021. 144 funds tracked by Wall St. Rank hold BSJN as of Q1 2022.

IHT Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 68,109 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $1.72M.
IHT Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
IHT Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.72M in Q4 2021.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.