KIG
BSJN

Kessler Investment Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Kessler Investment Group’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
-574
Closed -$13.5K – 179
2023
Q3 		$13.5K Hold
574
– – 0.01% 104
2023
Q2 		$13.5K Hold
574
– – 0.01% 111
2023
Q1 		$13.5K Sell
574
-153
-21% -$3.6K 0.01% 119
2022
Q4 		$17K Hold
727
– – 0.02% 103
2022
Q3 		$17K Sell
727
-294
-29% -$6.88K 0.01% 118
2022
Q2 		$23K Hold
1,021
– – 0.02% 105
2022
Q1 		$25K Hold
1,021
– – 0.01% 115
2021
Q4 		$26K Sell
1,021
-113
-10% -$2.85K 0.01% 118
2021
Q3 		$29K Hold
1,134
– – 0.02% 110
2021
Q2 		$29K Hold
1,134
– – 0.02% 88
2021
Q1 		$29K Hold
1,134
– – 0.04% 71
2020
Q4 		$29K Sell
1,134
-2,393
-68% -$59.9K 0.03% 80
2020
Q3 		$87K Buy
3,527
+2,953
+514% +$72.7K 0.1% 46
2020
Q2 		$14K Hold
574
– – 0.02% 87
2020
Q1 		$13K Buy
+574
New +$14.4K 0.02% 90

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kessler Investment Group's BSJN Position: Q4 2023 in Review

Kessler Investment Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 574 shares — an estimated $13.5K sold.

Kessler Investment Group first reported a position in BSJN in Q1 2020 and held it in 15 quarters. The position peaked at $87K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • Kessler Investment Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Kessler Investment Group sold 574 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $13.5K.
  • Kessler Investment Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 15 quarters.
  • Kessler Investment Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $87K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Kessler Investment Group's 13F filing for Q4 2023, filed 7 Feb 2024.