LA
BSJN

LexAurum Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

LexAurum Advisors’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
2021
Q4 		– Sell
-89,888
Closed -$2.28M – 288
2021
Q3 		$2.28M Buy
89,888
+955
+1% +$24.2K 0.67% 35
2021
Q2 		$2.27M Buy
+88,933
New +$2.26M 0.67% 34

Other funds holding BSJN

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LexAurum Advisors's BSJN Position: Q4 2021 in Review

LexAurum Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2021, closing a stake of 89,888 shares — an estimated $2.28M sold.

LexAurum Advisors first reported a position in BSJN in Q2 2021 and held it in 2 quarters. The position peaked at $2.28M in Q3 2021. 139 funds tracked by Wall St. Rank hold BSJN as of Q4 2021.

  • LexAurum Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • LexAurum Advisors sold 89,888 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $2.28M.
  • LexAurum Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • LexAurum Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $2.28M in Q3 2021.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2021.

Based on LexAurum Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.