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	-$134K	–	531
2019 Q2	$134K	Buy	+5,150	New	+$134K	0.05%	250

Other funds holding BSJN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Meridian Wealth Management's BSJN Position: Q3 2022 in Review

Meridian Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 59,406 shares — an estimated $1.36M sold.

Meridian Wealth Management first reported a position in BSJN in Q2 2019 and held it in 7 quarters. The position peaked at $1.36M in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

Meridian Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 59,406 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.36M.
Meridian Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2019 and held it in 7 quarters.
Meridian Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.36M in Q2 2022.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.