Migdal Insurance & Financial Holdings’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Migdal Insurance & Financial Holdings’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 Q2	–	Sell	-6,780	Closed	-$159K	–	543
2023 Q1	$159K	Sell	6,780 -3,360	-33%	-$79K	﹤0.01%	281
2022 Q4	$236K	Buy	10,140 +440	+5%	+$10.2K	0.01%	209
2022 Q3	$223K	Buy	9,700 +1,320	+16%	+$30.9K	0.01%	217
2022 Q2	$192K	Sell	8,380 -800	-9%	-$19K	﹤0.01%	235
2022 Q1	$225K	Buy	+9,180	New	+$227K	﹤0.01%	263

Other funds holding BSJN

MCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BSJN Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 6,780 shares — an estimated $159K sold.

Migdal Insurance & Financial Holdings first reported a position in BSJN in Q1 2022 and held it in 5 quarters. The position peaked at $236K in Q4 2022. 150 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 6,780 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $159K.
Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $236K in Q4 2022.
150 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.