SJS Investment Consulting’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

SJS Investment Consulting’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
2023 Q2	–	Sell	-1,365	Closed	-$28.8K	–	1600
2023 Q1	$28.8K	Hold	1,365	–	–	0.01%	193
2022 Q4	$28.2K	Hold	1,365	–	–	0.01%	198
2022 Q3	$27K	Buy	+1,365	New	+$29.3K	0.01%	207
2022 Q1	$32K	Hold	1,365	–	–	0.01%	228
2021 Q4	$35K	Buy	+1,365	New	+$34.5K	0.01%	202

Other funds holding BSJS

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

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

BAM

Banta Asset Management Newport Beach, California $112M AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

SJS Investment Consulting's BSJS Position: Q2 2023 in Review

SJS Investment Consulting sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q2 2023, closing a stake of 1,365 shares — an estimated $28.8K sold.

SJS Investment Consulting first reported a position in BSJS in Q4 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 33 funds tracked by Wall St. Rank hold BSJS as of Q2 2023.

SJS Investment Consulting reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
SJS Investment Consulting sold 1,365 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $28.8K.
SJS Investment Consulting first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
SJS Investment Consulting's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $35K in Q4 2021.
33 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2023.

Based on SJS Investment Consulting's 13F filing for Q2 2023, filed 13 Jul 2023.