WA
BSJN

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 0.17% 70
2023
Q2 		$504K Sell
21,433
-677
-3% -$15.9K 0.21% 45
2023
Q1 		$505K Hold
22,110
– – 0.21% 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 0.21% 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 $1.47B 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