Oxford Financial Group’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

Oxford Financial Group’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 Q2	–	Sell	-901	Closed	-$23K	–	298
2022 Q1	$23K	Hold	901	–	–	﹤0.01%	236
2021 Q4	$23K	Buy	+901	New	+$23.3K	﹤0.01%	253
2021 Q1	–	Sell	-901	Closed	-$24K	–	238
2020 Q4	$24K	Buy	+901	New	+$23.5K	﹤0.01%	191

Other funds holding BSDE

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Oxford Financial Group's BSDE Position: Q2 2022 in Review

Oxford Financial Group sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q2 2022, closing a stake of 901 shares — an estimated $23K sold.

Oxford Financial Group first reported a position in BSDE in Q4 2020 and held it in 3 quarters. The position peaked at $24K in Q4 2020. 16 funds tracked by Wall St. Rank hold BSDE as of Q2 2022.

Oxford Financial Group reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q2 2022 after selling out during the quarter.
Oxford Financial Group sold 901 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q2 2022, an estimated $23K.
Oxford Financial Group first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q4 2020 and held it in 3 quarters.
Oxford Financial Group's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $24K in Q4 2020.
16 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q2 2022.

Based on Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.