PAMG
BSJN

Patton Albertson Miller Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Patton Albertson Miller 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
2023
Q4 		– Sell
-43,155
Closed -$1.01M – 209
2023
Q3 		$1.01M Sell
43,155
-1,250
-3% -$29.4K 0.2% 108
2023
Q2 		$1.04M Hold
44,405
– – 0.2% 110
2023
Q1 		$1.05M Hold
44,405
– – 0.19% 112
2022
Q4 		$1.04M Sell
44,405
-10,500
-19% -$244K 0.19% 111
2022
Q3 		$1.25M Hold
54,905
– – 0.27% 100
2022
Q2 		$1.26M Hold
54,905
– – 0.26% 108
2022
Q1 		$1.35M Buy
54,905
+45,255
+469% +$1.12M 0.23% 116
2021
Q4 		$244K Buy
+9,650
New +$244K 0.04% 236

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM