Straight Path Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Straight Path Wealth Management’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 Q1	–	Sell	-13,231	Closed	-$274K	–	78
2022 Q4	$274K	Sell	13,231 -12,294	-48%	-$256K	0.26%	50
2022 Q3	$513K	Buy	25,525 +3,730	+17%	+$80K	0.46%	38
2022 Q2	$455K	Buy	21,795 +5,215	+31%	+$116K	0.45%	41
2022 Q1	$393K	Buy	16,580 +1,888	+13%	+$45.6K	0.33%	39
2021 Q4	$372K	Buy	+14,692	New	+$371K	0.32%	46

Other funds holding BSJS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

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

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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