WQ
BSJN

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

Wealth Quarterback’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
Q3 		$25K Buy
950
+8
+0.8% +$203 0.02% 333
2021
Q2 		$25K Buy
+942
New +$23.9K 0.02% 318
2020
Q2 		– Sell
-4,205
Closed -$75.6K – 842
2020
Q1 		$75.6K Sell
4,205
-48,185
-92% -$1.21M 0.07% 175
2019
Q4 		$83.8K Buy
+52,390
New +$1.36M 0.07% 176

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Wealth Quarterback's BSJN Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) stake by 0.85% in Q3 2021, buying an estimated $203 and bringing the position to 950 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #333.

Wealth Quarterback first reported a position in BSJN in Q4 2019 and has held it in 4 quarters since. The position peaked at $83.8K in Q4 2019. 119 funds tracked by Wall St. Rank hold BSJN as of Q3 2021.

  • Wealth Quarterback held 950 shares of Invesco BulletShares 2023 High Yield Corporate Bond ETF worth $25K as of Q3 2021.
  • Wealth Quarterback bought 8 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $203.
  • Invesco BulletShares 2023 High Yield Corporate Bond ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #333 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $83.8K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.