Mariner Independent Advisor Network’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Mariner Independent Advisor Network’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	$5.53M	Buy	242,229 +184,158	+317%	+$4.31M	0.24%	107
2022 Q2	$1.35M	Sell	58,071 -3,750	-6%	-$89.1K	0.06%	314
2022 Q1	$1.51M	Buy	61,821 +293	+0.5%	+$7.25K	0.06%	302
2021 Q4	$1.55M	Sell	61,528 -8,340	-12%	-$211K	0.07%	269
2021 Q3	$1.77M	Sell	69,868 -310	-0.4%	-$7.87K	0.09%	248
2021 Q2	$1.79M	Sell	70,178 -1,280	-2%	-$32.5K	0.08%	257
2021 Q1	$1.81M	Sell	71,458 -38,843	-35%	-$983K	0.09%	222
2020 Q4	$2.8M	Buy	110,301 +32,935	+43%	+$824K	0.15%	159
2020 Q3	$1.9M	Buy	77,366 +6,244	+9%	+$154K	0.16%	146
2020 Q2	$1.71M	Buy	71,122 +1,664	+2%	+$39.1K	0.16%	156
2020 Q1	$1.53M	Buy	69,458 +9,900	+17%	+$249K	0.14%	164
2019 Q4	$1.56M	Buy	59,558 +3,860	+7%	+$100K	0.11%	201
2019 Q3	$1.45M	Buy	55,698 +12,325	+28%	+$321K	0.11%	203
2019 Q2	$1.13M	Buy	+43,373	New	+$1.13M	0.09%	223

Other funds holding BSJN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Mariner Independent Advisor Network's BSJN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) stake by 317% in Q3 2022, buying an estimated $4.31M and bringing the position to 242,229 shares worth $5.53M. The position accounts for 0.24% of the portfolio, ranked #107.

Mariner Independent Advisor Network first reported a position in BSJN in Q2 2019 and has held it in 14 quarters since. 134 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

Mariner Independent Advisor Network held 242,229 shares of Invesco BulletShares 2023 High Yield Corporate Bond ETF worth $5.53M as of Q3 2022.
Mariner Independent Advisor Network bought 184,158 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $4.31M.
Invesco BulletShares 2023 High Yield Corporate Bond ETF made up 0.24% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #107 holding.
Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2019 and has held it in 14 quarters since.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.