NFSG
BSJO

Newbridge Financial Services Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Newbridge Financial Services Group’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,384
Closed -$121K – 1456
2023
Q1 		$121K Sell
5,384
-437
-8% -$9.78K 0.06% 281
2022
Q4 		$129K Buy
5,821
+2,595
+80% +$57.4K 0.07% 258
2022
Q3 		$70K Buy
3,226
+2,724
+543% +$60.8K 0.04% 372
2022
Q2 		$11K Buy
+502
New +$11.5K 0.01% 847

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newbridge Financial Services Group's BSJO Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2023, closing a stake of 5,384 shares — an estimated $121K sold.

Newbridge Financial Services Group first reported a position in BSJO in Q2 2022 and held it in 4 quarters. The position peaked at $129K in Q4 2022. 146 funds tracked by Wall St. Rank hold BSJO as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,384 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $121K.
  • Newbridge Financial Services Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
  • Newbridge Financial Services Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $129K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.