Wealthstar Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Wealthstar Advisors’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	-16,842	Closed	-$396K	–	140
2023 Q3	$396K	Sell	16,842 -4,591	-21%	-$108K	0.15%	70
2023 Q2	$504K	Sell	21,433 -677	-3%	-$15.9K	0.21%	45
2023 Q1	$505K	Hold	22,110	–	–	0.19%	45
2022 Q4	$515K	Buy	22,110 +98	+0.4%	+$2.28K	0.23%	44
2022 Q3	$500K	Hold	22,012	–	–	0.24%	45
2022 Q2	$503K	Sell	22,012 -669	-3%	-$15.9K	0.19%	53
2022 Q1	$557K	Sell	22,681 -32,114	-59%	-$794K	0.21%	55
2021 Q4	$1.38M	Buy	+54,795	New	+$1.38M	0.47%	27

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

Wealthstar Advisors's BSJN Position: Q4 2023 in Review

Wealthstar Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 16,842 shares — an estimated $396K sold.

Wealthstar Advisors first reported a position in BSJN in Q4 2021 and held it in 8 quarters. The position peaked at $1.38M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

Wealthstar Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealthstar Advisors sold 16,842 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $396K.
Wealthstar Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Wealthstar Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.38M in Q4 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Wealthstar Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.