SW
BSJN

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

Simplicity Wealth’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
Q2 		– Sell
-8,245
Closed -$202K – 66
2022
Q1 		$202K Buy
+8,245
New +$204K 0.2% 65

Other funds holding BSJN

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Simplicity Wealth's BSJN Position: Q2 2022 in Review

Simplicity Wealth sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2022, closing a stake of 8,245 shares — an estimated $202K sold.

Simplicity Wealth first reported a position in BSJN in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 142 funds tracked by Wall St. Rank hold BSJN as of Q2 2022.

  • Simplicity Wealth reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Simplicity Wealth sold 8,245 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $202K.
  • Simplicity Wealth first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Simplicity Wealth's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $202K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2022.

Based on Simplicity Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.