MWM
BSJN

Mascoma Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Mascoma Wealth 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
2023
Q4 		– Sell
-180
Closed -$4.23K – 510
2023
Q3 		$4.23K Hold
180
– – ﹤0.01% 409
2023
Q2 		$4.23K Hold
180
– – ﹤0.01% 404
2023
Q1 		$4.24K Hold
180
– – ﹤0.01% 493
2022
Q4 		$4.2K Hold
180
– – ﹤0.01% 507
2022
Q3 		$4K Hold
180
– – ﹤0.01% 516
2022
Q2 		$4K Sell
180
-275
-60% -$6.54K ﹤0.01% 532
2022
Q1 		$11K Hold
455
– – ﹤0.01% 431
2021
Q4 		$12K Hold
455
– – ﹤0.01% 390
2021
Q3 		$12K Buy
+455
New +$11.6K ﹤0.01% 334
2021
Q2 		– Sell
-455
Closed -$12K – 453
2021
Q1 		$12K Buy
+455
New +$11.5K 0.01% 340

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM