MFG
BSJN

Merit Financial Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Merit Financial Group’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
-10,000
Closed -$229K – 654
2022
Q2 		$229K Buy
+10,000
New +$238K 0.01% 496

Other funds holding BSJN

UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
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
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

Merit Financial Group's BSJN Position: Q3 2022 in Review

Merit Financial Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 10,000 shares — an estimated $229K sold.

Merit Financial Group first reported a position in BSJN in Q2 2022 and held it in 1 quarter. The position peaked at $229K in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

  • Merit Financial Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Merit Financial Group sold 10,000 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $229K.
  • Merit Financial Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Merit Financial Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $229K 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 Merit Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.