WCM
BSJN

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 $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM