Jim Simons’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Jim Simons’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	-13,353	Closed	-$314K	–	4249
2023 Q3	$314K	Buy	13,353 +1,153	+9%	+$27.1K	﹤0.01%	2909
2023 Q2	$287K	Sell	12,200 -2,747	-18%	-$64.7K	﹤0.01%	3145
2023 Q1	$352K	Buy	+14,947	New	+$351K	﹤0.01%	3055
2022 Q1	–	Sell	-49,500	Closed	-$1.25M	–	4584
2021 Q4	$1.25M	Buy	49,500 +32,300	+188%	+$815K	﹤0.01%	2484
2021 Q3	$436K	Buy	+17,200	New	+$437K	﹤0.01%	2940

Other funds holding BSJN

SRC

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Jim Simons's BSJN Position: Q4 2023 in Review

Jim Simons sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 13,353 shares — an estimated $314K sold.

Jim Simons first reported a position in BSJN in Q3 2021 and held it in 5 quarters. The position peaked at $1.25M in Q4 2021. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Jim Simons reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Jim Simons sold 13,353 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $314K.
Jim Simons first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
Jim Simons's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.25M in Q4 2021.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.