KOC
BSJN

Koss-Olinger Consulting’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Koss-Olinger Consulting’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
Q3 		– Sell
-9,699
Closed -$228K – 310
2023
Q2 		$228K Buy
+9,699
New +$228K 0.03% 232

Other funds holding BSJN

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Envestnet Asset Management
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Koss-Olinger Consulting's BSJN Position: Q3 2023 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2023, closing a stake of 9,699 shares — an estimated $228K sold.

Koss-Olinger Consulting first reported a position in BSJN in Q2 2023 and held it in 1 quarter. The position peaked at $228K in Q2 2023. 136 funds tracked by Wall St. Rank hold BSJN as of Q3 2023.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,699 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $228K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Koss-Olinger Consulting's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $228K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2023.

Based on Koss-Olinger Consulting's 13F filing for Q3 2023, filed 11 Oct 2023.