WealthBridge Capital Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

WealthBridge Capital 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	-23,682	Closed	-$557K	–	192
2023 Q3	$557K	Buy	23,682 +559	+2%	+$13.1K	0.23%	82
2023 Q2	$544K	Sell	23,123 -728	-3%	-$17.1K	0.22%	86
2023 Q1	$562K	Buy	23,851 +6,588	+38%	+$155K	0.22%	86
2022 Q4	$402K	Buy	17,263 +1,291	+8%	+$30K	0.17%	118
2022 Q3	$366K	Hold	15,972	–	–	0.16%	124
2022 Q2	$366K	Buy	+15,972	New	+$380K	0.16%	124

Other funds holding BSJN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

WealthBridge Capital Management's BSJN Position: Q4 2023 in Review

WealthBridge Capital Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 23,682 shares — an estimated $557K sold.

WealthBridge Capital Management first reported a position in BSJN in Q2 2022 and held it in 6 quarters. The position peaked at $562K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

WealthBridge Capital Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
WealthBridge Capital Management sold 23,682 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $557K.
WealthBridge Capital Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
WealthBridge Capital Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $562K in Q1 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on WealthBridge Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.