PV
BSJN

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

Private Vista’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
Q3 		– Sell
-8,165
Closed -$212K – 156
2018
Q2 		$212K Buy
+8,165
New +$213K 0.05% 142

Other funds holding BSJN

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Vista's BSJN Position: Q3 2018 in Review

Private Vista sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2018, closing a stake of 8,165 shares — an estimated $212K sold.

Private Vista first reported a position in BSJN in Q2 2018 and held it in 1 quarter. The position peaked at $212K in Q2 2018. 45 funds tracked by Wall St. Rank hold BSJN as of Q3 2018.

  • Private Vista reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Private Vista sold 8,165 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $212K.
  • Private Vista first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Private Vista's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $212K in Q2 2018.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2018.

Based on Private Vista's 13F filing for Q3 2018, filed 13 Nov 2018.