NFG
BSJN

Next Financial Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Next Financial 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
2021
Q3 		– Sell
-2,339
Closed -$60K – 2835
2021
Q2 		$60K Sell
2,339
-13,559
-85% -$344K ﹤0.01% 1311
2021
Q1 		$402K Buy
+15,898
New +$402K 0.04% 504

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Next Financial Group's BSJN Position: Q3 2021 in Review

Next Financial Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2021, closing a stake of 2,339 shares — an estimated $60K sold.

Next Financial Group first reported a position in BSJN in Q1 2021 and held it in 2 quarters. The position peaked at $402K in Q1 2021. 119 funds tracked by Wall St. Rank hold BSJN as of Q3 2021.

  • Next Financial Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 2,339 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $60K.
  • Next Financial Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Next Financial Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $402K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.