SAS
BSJN

Stelac Advisory Services’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Stelac Advisory Services’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
-4,219
Closed -$103K – 192
2022
Q1 		$103K Buy
+4,219
New +$104K 0.04% 171

Other funds holding BSJN

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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

Stelac Advisory Services's BSJN Position: Q2 2022 in Review

Stelac Advisory Services sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q2 2022, closing a stake of 4,219 shares — an estimated $103K sold.

Stelac Advisory Services first reported a position in BSJN in Q1 2022 and held it in 1 quarter. The position peaked at $103K in Q1 2022. 142 funds tracked by Wall St. Rank hold BSJN as of Q2 2022.

  • Stelac Advisory Services reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Stelac Advisory Services sold 4,219 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $103K.
  • Stelac Advisory Services first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Stelac Advisory Services's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $103K 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 Stelac Advisory Services's 13F filing for Q2 2022, filed 10 Aug 2022.