NSIM
BSDE

North Star Investment Management’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

North Star Investment Management’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18
Closed – – 1349
2022
Q3 		$0 Buy
+18
New +$434 ﹤0.01% 1196

Other funds holding BSDE

SL
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Jane Street
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IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

North Star Investment Management's BSDE Position: Q4 2022 in Review

North Star Investment Management sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q4 2022, closing a stake of 18 shares.

North Star Investment Management first reported a position in BSDE in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 16 funds tracked by Wall St. Rank hold BSDE as of Q4 2022.

  • North Star Investment Management reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 18 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q4 2022.
  • North Star Investment Management first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q3 2022 and held it in 1 quarter.
  • North Star Investment Management's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $0 in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.