Money Concepts Capital’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,106	Closed	-$25.8K	–	3131
2022 Q4	$25.8K	Buy	1,106 +714	+182%	+$16.6K	﹤0.01%	1546
2022 Q3	$9K	Hold	392	–	–	﹤0.01%	1086
2022 Q2	$9K	Sell	392 -714	-65%	-$17K	﹤0.01%	1060
2022 Q1	$27K	Buy	1,106 +714	+182%	+$17.7K	﹤0.01%	1489
2021 Q4	$10K	Buy	+392	New	+$9.9K	﹤0.01%	683
2021 Q1	$41K	Buy	1,626 +1,234	+315%	+$31.2K	﹤0.01%	585
2020 Q4	$10K	Buy	+392	New	+$9.81K	﹤0.01%	605

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

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

Money Concepts Capital's BSJN Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2023, closing a stake of 1,106 shares — an estimated $25.8K sold.

Money Concepts Capital first reported a position in BSJN in Q4 2020 and held it in 7 quarters. The position peaked at $41K in Q1 2021. 148 funds tracked by Wall St. Rank hold BSJN as of Q1 2023.

Money Concepts Capital reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,106 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $25.8K.
Money Concepts Capital first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $41K in Q1 2021.
148 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.