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Virtue Capital Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Virtue Capital Management’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,128
Closed -$469K – 371
2023
Q3 		$469K Hold
23,128
– – 0.08% 228
2023
Q2 		$469K Hold
23,128
– – 0.08% 228
2023
Q1 		$469K Buy
+23,128
New +$471K 0.08% 233

Other funds holding BSJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Virtue Capital Management's BSJT Position: Q4 2023 in Review

Virtue Capital Management sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q4 2023, closing a stake of 23,128 shares — an estimated $469K sold.

Virtue Capital Management first reported a position in BSJT in Q1 2023 and held it in 3 quarters. The position peaked at $469K in Q1 2023. 21 funds tracked by Wall St. Rank hold BSJT as of Q4 2023.

  • Virtue Capital Management reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Virtue Capital Management sold 23,128 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $469K.
  • Virtue Capital Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Virtue Capital Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $469K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q4 2023.

Based on Virtue Capital Management's 13F filing for Q4 2023, filed 15 Feb 2024.