NSG
BSJN

Nalls Sherbakoff Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Nalls Sherbakoff 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
2023
Q4 		– Sell
-8,121
Closed -$191K – 488
2023
Q3 		$191K Sell
8,121
-1,151
-12% -$27.1K 0.19% 76
2023
Q2 		$218K Hold
9,272
– – 0.21% 67
2023
Q1 		$218K Buy
+9,272
New +$218K 0.22% 70
2018
Q4 		$41K Buy
+1,664
New +$42.5K 0.07% 160

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM