PO
BSJN

Private Ocean’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Private Ocean’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
2020
Q4 		– Sell
-500
Closed -$12K – 543
2020
Q3 		$12K Hold
500
– – ﹤0.01% 365
2020
Q2 		$11K Hold
500
– – ﹤0.01% 355
2020
Q1 		$11K Buy
+500
New +$12.6K ﹤0.01% 379

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Private Ocean's BSJN Position: Q4 2020 in Review

Private Ocean sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2020, closing a stake of 500 shares — an estimated $12K sold.

Private Ocean first reported a position in BSJN in Q1 2020 and held it in 3 quarters. The position peaked at $12K in Q3 2020. 109 funds tracked by Wall St. Rank hold BSJN as of Q4 2020.

  • Private Ocean reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Private Ocean sold 500 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $12K.
  • Private Ocean first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Private Ocean's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $12K in Q3 2020.
  • 109 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2020.

Based on Private Ocean's 13F filing for Q4 2020, filed 29 Jan 2021.