SWMG
BSJN

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

Strategic Wealth Management Group’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
2021
Q2 		$1.3M Buy
51,141
+36,025
+238% +$914K 0.48% 31
2021
Q1 		$382K Buy
15,116
+2,067
+16% +$52.3K 0.15% 85
2020
Q4 		$331K Buy
+13,049
New +$327K 0.14% 82

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Strategic Wealth Management Group's BSJN Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) stake by 238% in Q2 2021, buying an estimated $914K and bringing the position to 51,141 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #31.

Strategic Wealth Management Group first reported a position in BSJN in Q4 2020 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold BSJN as of Q2 2021.

  • Strategic Wealth Management Group held 51,141 shares of Invesco BulletShares 2023 High Yield Corporate Bond ETF worth $1.3M as of Q2 2021.
  • Strategic Wealth Management Group bought 36,025 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $914K.
  • Invesco BulletShares 2023 High Yield Corporate Bond ETF made up 0.48% of Strategic Wealth Management Group's portfolio in Q2 2021, its #31 holding.
  • Strategic Wealth Management Group first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.