LIM
BSJN

Leavell Investment Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Leavell Investment 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
2023
Q4 		– Sell
-16,180
Closed -$380K – 476
2023
Q3 		$380K Sell
16,180
-1,429
-8% -$33.6K 0.03% 366
2023
Q2 		$414K Sell
17,609
-1,823
-9% -$42.9K 0.03% 357
2023
Q1 		$458K Sell
19,432
-1,206
-6% -$28.3K 0.03% 331
2022
Q4 		$481K Sell
20,638
-2,583
-11% -$60.1K 0.04% 316
2022
Q3 		$530K Sell
23,221
-24,257
-51% -$568K 0.04% 301
2022
Q2 		$1.09M Buy
47,478
+749
+2% +$17.8K 0.08% 214
2022
Q1 		$1.15M Buy
46,729
+5,976
+15% +$148K 0.08% 220
2021
Q4 		$1.03M Buy
+40,753
New +$1.03M 0.07% 239

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM