PSF
BSJN

Pacific Sun Financial’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-38,644
Closed -$1.02M – 217
2017
Q4 		$1.02M Buy
+38,644
New +$1.03M 0.56% 64

Other funds holding BSJN

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacific Sun Financial's BSJN Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2018, closing a stake of 38,644 shares — an estimated $1.02M sold.

Pacific Sun Financial first reported a position in BSJN in Q4 2017 and held it in 1 quarter. The position peaked at $1.02M in Q4 2017. 27 funds tracked by Wall St. Rank hold BSJN as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 38,644 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $1.02M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.