Salem Investment Counselors
BSJS icon

Salem Investment Counselors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Salem Investment Counselors’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$650 – 1183
2023
Q4 		$650 Buy
+30
New +$627 ﹤0.01% 1046

Other funds holding BSJS

Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Salem Investment Counselors's BSJS Position: Q1 2024 in Review

Salem Investment Counselors sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2024, closing a stake of 30 shares — an estimated $650 sold.

Salem Investment Counselors first reported a position in BSJS in Q4 2023 and held it in 1 quarter. The position peaked at $650 in Q4 2023. 53 funds tracked by Wall St. Rank hold BSJS as of Q1 2024.

  • Salem Investment Counselors reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 30 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $650.
  • Salem Investment Counselors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $650 in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.