Stratos Wealth Partners’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Stratos Wealth Partners’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 Q3	–	Sell	-14,657	Closed	-$336K	–	1248
2022 Q2	$336K	Buy	14,657 +4,798	+49%	+$114K	0.01%	884
2022 Q1	$242K	Buy	+9,859	New	+$244K	0.01%	1080
2021 Q3	–	Sell	-13,017	Closed	-$332K	–	1255
2021 Q2	$332K	Sell	13,017 -560	-4%	-$14.2K	0.01%	928
2021 Q1	$343K	Buy	13,577 +2,290	+20%	+$58K	0.01%	841
2020 Q4	$286K	Sell	11,287 -1,094	-9%	-$27.4K	0.01%	862
2020 Q3	$304K	Sell	12,381 -2,815	-19%	-$69.3K	0.01%	781
2020 Q2	$364K	Sell	15,196 -3,288	-18%	-$77.2K	0.01%	706
2020 Q1	$415K	Buy	+18,484	New	+$464K	0.02%	585

Other funds holding BSJN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Stratos Wealth Partners's BSJN Position: Q3 2022 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2022, closing a stake of 14,657 shares — an estimated $336K sold.

Stratos Wealth Partners first reported a position in BSJN in Q1 2020 and held it in 8 quarters. The position peaked at $415K in Q1 2020. 133 funds tracked by Wall St. Rank hold BSJN as of Q3 2022.

Stratos Wealth Partners reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Partners sold 14,657 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $336K.
Stratos Wealth Partners first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Stratos Wealth Partners's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $415K in Q1 2020.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.