SPWM
BSJN

Straight Path Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Straight Path Wealth Management’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
2023
Q4 		– Sell
-13,691
Closed -$322K – 97
2023
Q3 		$322K Buy
13,691
+361
+3% +$8.49K 0.22% 54
2023
Q2 		$313K Sell
13,330
-890
-6% -$20.9K 0.22% 57
2023
Q1 		$335K Sell
14,220
-22,711
-61% -$534K 0.27% 49
2022
Q4 		$861K Sell
36,931
-114,624
-76% -$2.67M 0.82% 21
2022
Q3 		$3.46M Buy
151,555
+13,857
+10% +$324K 3.11% 7
2022
Q2 		$3.16M Buy
137,698
+10,912
+9% +$259K 3.09% 9
2022
Q1 		$3.11M Buy
126,786
+12,925
+11% +$320K 2.63% 9
2021
Q4 		$2.88M Buy
+113,861
New +$2.87M 2.51% 9

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM