Revolve Wealth Partners’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Revolve Wealth Partners’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 Q2	–	Sell	-16,347	Closed	-$385K	–	155
2023 Q1	$385K	Buy	16,347 +2,168	+15%	+$50.9K	0.1%	92
2022 Q4	$331K	Buy	+14,179	New	+$330K	0.09%	98
2022 Q3	–	Sell	-10,546	Closed	-$242K	–	144
2022 Q2	$242K	Buy	10,546 +86	+0.8%	+$2.04K	0.08%	111
2022 Q1	$256K	Sell	10,460 -403	-4%	-$9.97K	0.07%	116
2021 Q4	$275K	Buy	+10,863	New	+$274K	0.08%	113

Other funds holding BSJN

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Revolve Wealth Partners's BSJN Position: Q2 2023 in Review

Revolve Wealth Partners sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2023, closing a stake of 16,347 shares — an estimated $385K sold.

Revolve Wealth Partners first reported a position in BSJN in Q4 2021 and held it in 5 quarters. The position peaked at $385K in Q1 2023. 149 funds tracked by Wall St. Rank hold BSJN as of Q2 2023.

Revolve Wealth Partners reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Revolve Wealth Partners sold 16,347 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $385K.
Revolve Wealth Partners first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Revolve Wealth Partners's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $385K in Q1 2023.
149 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2023.

Based on Revolve Wealth Partners's 13F filing for Q2 2023, filed 20 Jul 2023.