Mariner Independent Advisor Network’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Mariner Independent Advisor Network’s Portfolio BSJO Stock Details BSJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$966K	Buy	44,685 +5,611	+14%	+$125K	0.04%	374
2022 Q2	$864K	Buy	39,074 +102	+0.3%	+$2.33K	0.04%	397
2022 Q1	$926K	Sell	38,972 -1,488	-4%	-$36K	0.04%	366
2021 Q4	$1.01M	Buy	40,460 +2,641	+7%	+$65.8K	0.05%	329
2021 Q3	$947K	Buy	37,819 +18	+0%	+$452	0.05%	336
2021 Q2	$951K	Sell	37,801 -3,544	-9%	-$88.8K	0.04%	343
2021 Q1	$1.03M	Buy	+41,345	New	+$1.03M	0.05%	295

Other funds holding BSJO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 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

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

Mariner Independent Advisor Network increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 14% in Q3 2022, buying an estimated $125K and bringing the position to 44,685 shares worth $966K. The position accounts for 0.04% of the portfolio, ranked #374.

Mariner Independent Advisor Network first reported a position in BSJO in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2021. 133 funds tracked by Wall St. Rank hold BSJO as of Q3 2022.

Mariner Independent Advisor Network held 44,685 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $966K as of Q3 2022.
Mariner Independent Advisor Network bought 5,611 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $125K.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #374 holding.
Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.03M in Q1 2021.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2024 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.