MGO One Seven’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

MGO One Seven’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	-24,546	Closed	-$577K	–	966
2023 Q3	$577K	Buy	24,546 +2,602	+12%	+$61.2K	0.04%	385
2023 Q2	$516K	Sell	21,944 -8,134	-27%	-$191K	0.05%	408
2023 Q1	$708K	Buy	+30,078	New	+$707K	0.05%	377
2022 Q4	–	Sell	-11,370	Closed	-$161K	–	793
2022 Q3	$161K	Buy	+11,370	New	+$266K	0.01%	655

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MGO One Seven's BSJN Position: Q4 2023 in Review

MGO One Seven sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 24,546 shares — an estimated $577K sold.

MGO One Seven first reported a position in BSJN in Q3 2022 and held it in 4 quarters. The position peaked at $708K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

MGO One Seven reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
MGO One Seven sold 24,546 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $577K.
MGO One Seven first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
MGO One Seven's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $708K in Q1 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.