Tyler-Stone Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Tyler-Stone 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	-8,422	Closed	-$198K	–	992
2023 Q3	$198K	Sell	8,422 -426	-5%	-$10K	0.11%	156
2023 Q2	$208K	Buy	+8,848	New	+$208K	0.12%	156
2022 Q4	$17K	Buy	+750	New	+$17.4K	0.01%	470

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Tyler-Stone Wealth Management's BSJN Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 8,422 shares — an estimated $198K sold.

Tyler-Stone Wealth Management first reported a position in BSJN in Q4 2022 and held it in 3 quarters. The position peaked at $208K in Q2 2023. 4 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 8,422 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $198K.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Tyler-Stone Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $208K in Q2 2023.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.