Lee Johnson Capital Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Lee Johnson Capital 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
2022 Q3	–	Sell	-25,090	Closed	-$576K	–	41
2022 Q2	$576K	Sell	25,090 -2,791	-10%	-$66.3K	0.69%	26
2022 Q1	$683K	Buy	27,881 +1,672	+6%	+$41.4K	0.61%	43
2021 Q4	$663K	Buy	+26,209	New	+$662K	0.54%	60

Other funds holding BSJN

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return