RFP Financial Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

RFP Financial 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	-809	Closed	-$19K	–	1015
2023 Q3	$19K	Hold	809	–	–	0.01%	305
2023 Q2	$19K	Buy	+809	New	+$19K	0.01%	323
2023 Q1	–	Sell	-809	Closed	-$18.9K	–	880
2022 Q4	$18.9K	Buy	+809	New	+$18.8K	0.01%	295

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RFP Financial Group's BSJN Position: Q4 2023 in Review

RFP Financial Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 809 shares — an estimated $19K sold.

RFP Financial Group first reported a position in BSJN in Q4 2022 and held it in 3 quarters. The position peaked at $19K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

RFP Financial Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
RFP Financial Group sold 809 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $19K.
RFP Financial Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
RFP Financial Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $19K in Q2 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.