OneDigital Investment Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

OneDigital Investment Advisors’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	-20,837	Closed	-$490K	–	1162
2023 Q3	$490K	Sell	20,837 -2,702	-11%	-$63.6K	0.01%	654
2023 Q2	$553K	Buy	23,539 +4,072	+21%	+$95.8K	0.01%	605
2023 Q1	$459K	Buy	+19,467	New	+$457K	0.01%	655
2019 Q2	–	Sell	-3,425	Closed	-$89K	–	1290
2019 Q1	$89K	Buy	3,425 +28	+0.8%	+$720	0.01%	392
2018 Q4	$84K	Buy	+3,397	New	+$86.7K	0.01%	367

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

OneDigital Investment Advisors's BSJN Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 20,837 shares — an estimated $490K sold.

OneDigital Investment Advisors first reported a position in BSJN in Q4 2018 and held it in 5 quarters. The position peaked at $553K in Q2 2023. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

OneDigital Investment Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 20,837 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $490K.
OneDigital Investment Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
OneDigital Investment Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $553K in Q2 2023.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.