Kalos Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Kalos Management’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-136	Closed	-$2.79K	–	160
2023 Q1	$2.79K	Buy	+136	New	+$2.77K	0.01%	318

Other funds holding BSJT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kalos Management's BSJT Position: Q2 2023 in Review

Kalos Management sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2023, closing a stake of 136 shares — an estimated $2.79K sold.

Kalos Management first reported a position in BSJT in Q1 2023 and held it in 1 quarter. The position peaked at $2.79K in Q1 2023. 13 funds tracked by Wall St. Rank hold BSJT as of Q2 2023.

Kalos Management reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 136 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $2.79K.
Kalos Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
Kalos Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $2.79K in Q1 2023.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.