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

Lineweaver Wealth 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
2020 Q3	–	Sell	-11,890	Closed	-$285K	–	89
2020 Q2	$285K	Sell	11,890 -518	-4%	-$12.2K	0.14%	66
2020 Q1	$278K	Buy	12,408 +127	+1%	+$3.19K	0.17%	58
2019 Q4	$321K	Buy	+12,281	New	+$319K	0.18%	49

Other funds holding BSJN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lineweaver Wealth Advisors's BSJN Position: Q3 2020 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2020, closing a stake of 11,890 shares — an estimated $285K sold.

Lineweaver Wealth Advisors first reported a position in BSJN in Q4 2019 and held it in 3 quarters. The position peaked at $321K in Q4 2019. 99 funds tracked by Wall St. Rank hold BSJN as of Q3 2020.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Lineweaver Wealth Advisors sold 11,890 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $285K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $321K in Q4 2019.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.