SIAG
BSJN

Safeguard Investment Advisory Group’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-199
Closed -$5K – 771
2020
Q4 		$5K Buy
+199
New +$4.98K ﹤0.01% 547

Other funds holding BSJN

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Safeguard Investment Advisory Group's BSJN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2021, closing a stake of 199 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in BSJN in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 115 funds tracked by Wall St. Rank hold BSJN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 199 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $5K in Q4 2020.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.