MWM
BSJN

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

Meridian 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
2022
Q3 		– Sell
-59,406
Closed -$1.36M – 576
2022
Q2 		$1.36M Buy
+59,406
New +$1.41M 0.11% 199
2021
Q4 		– Sell
-28,793
Closed -$729K – 424
2021
Q3 		$729K Sell
28,793
-3,881
-12% -$98.5K 0.09% 181
2021
Q2 		$832K Buy
32,674
+3,388
+12% +$86K 0.11% 163
2021
Q1 		$741K Buy
29,286
+4,743
+19% +$120K 0.11% 166
2020
Q4 		$622K Buy
24,543
+9,197
+60% +$230K 0.1% 165
2020
Q3 		$376K Buy
+15,346
New +$378K 0.09% 160
2019
Q3 		– Sell
-5,150
Closed -$1.34K – 531
2019
Q2 		$1.34K Buy
+5,150
New +$134K 0.05% 250

Other funds holding BSJN

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return