Sutton Wealth Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Sutton Wealth Advisors’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 Q3	$40.6K	Hold	1,729	–	–	0.02%	253
2023 Q2	$40.6K	Hold	1,729	–	–	0.02%	249
2023 Q1	$40.7K	Hold	1,729	–	–	0.02%	222
2022 Q4	$40.3K	Hold	1,729	–	–	0.02%	453
2022 Q3	$39.5K	Hold	1,729	–	–	0.02%	438
2022 Q2	$39.7K	Hold	1,729	–	–	0.02%	444
2022 Q1	$42.4K	Hold	1,729	–	–	0.01%	459
2021 Q4	$43.7K	Sell	1,729 -961	-36%	-$24.3K	0.01%	461
2021 Q3	$68.1K	Hold	2,690	–	–	0.03%	317
2021 Q2	$68.5K	Hold	2,690	–	–	0.03%	325
2021 Q1	$68.1K	Hold	2,690	–	–	0.03%	310
2020 Q4	$68.3K	Hold	2,690	–	–	0.03%	286
2020 Q3	$66K	Hold	2,690	–	–	0.03%	256
2020 Q2	$64.5K	Hold	2,690	–	–	0.03%	251
2020 Q1	$60.4K	Hold	2,690	–	–	0.04%	238
2019 Q4	$70.3K	Hold	2,690	–	–	0.04%	253
2019 Q3	$70.1K	Hold	2,690	–	–	0.04%	244
2019 Q2	$70.1K	Sell	2,690 -76	-3%	-$1.98K	0.04%	239
2019 Q1	$72K	Buy	+2,766	New	+$71.1K	0.04%	239

Other funds holding BSJN

MCP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's BSJN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) position steady in Q3 2023 at 1,729 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #253.

Sutton Wealth Advisors first reported a position in BSJN in Q1 2019 and has held it in 19 quarters since. The position peaked at $72K in Q1 2019. 137 funds tracked by Wall St. Rank hold BSJN as of Q3 2023.

Sutton Wealth Advisors held 1,729 shares of Invesco BulletShares 2023 High Yield Corporate Bond ETF worth $40.6K as of Q3 2023.
Sutton Wealth Advisors left its Invesco BulletShares 2023 High Yield Corporate Bond ETF share count unchanged in Q3 2023.
Invesco BulletShares 2023 High Yield Corporate Bond ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #253 holding.
Sutton Wealth Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2019 and has held it in 19 quarters since.
Sutton Wealth Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $72K in Q1 2019.
137 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.