SJS Investment Consulting’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

SJS Investment Consulting’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,739	Closed	-$35.7K	–	1601
2023 Q1	$35.7K	Hold	1,739	–	–	0.01%	172
2022 Q4	$34.7K	Hold	1,739	–	–	0.01%	177
2022 Q3	$33K	Buy	+1,739	New	+$35.9K	0.01%	188
2022 Q1	$40K	Buy	+1,739	New	+$40.8K	0.01%	202

Other funds holding BSJT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SJS Investment Consulting sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q2 2023, closing a stake of 1,739 shares — an estimated $35.7K sold.

SJS Investment Consulting first reported a position in BSJT in Q1 2022 and held it in 4 quarters. The position peaked at $40K in Q1 2022. 13 funds tracked by Wall St. Rank hold BSJT as of Q2 2023.

SJS Investment Consulting reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
SJS Investment Consulting sold 1,739 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $35.7K.
SJS Investment Consulting first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
SJS Investment Consulting's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $40K in Q1 2022.
13 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2023.

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