Sargent Bickham Lagudis’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Sargent Bickham Lagudis’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
2022 Q1	–	Sell	-500	Closed	-$13K	–	1037
2021 Q4	$13K	Hold	500	–	–	﹤0.01%	678
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	683
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	682
2021 Q1	$13K	Hold	500	–	–	﹤0.01%	660
2020 Q4	$13K	Hold	500	–	–	﹤0.01%	627
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	579
2020 Q2	$12K	Hold	500	–	–	﹤0.01%	557
2020 Q1	$11K	Buy	+500	New	+$12.6K	﹤0.01%	549

Other funds holding BSJN

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

MCP

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

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

Sargent Bickham Lagudis's BSJN Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q1 2022, closing a stake of 500 shares — an estimated $13K sold.

Sargent Bickham Lagudis first reported a position in BSJN in Q1 2020 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 144 funds tracked by Wall St. Rank hold BSJN as of Q1 2022.

Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 500 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $13K.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Sargent Bickham Lagudis's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $13K in Q4 2021.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.