WRPWM
BSJN

Werba Rubin Papier Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Werba Rubin Papier Wealth 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
-170,864
Closed -$4.02M – 131
2023
Q3 		$4.02M Sell
170,864
-30,449
-15% -$716K 1.43% 12
2023
Q2 		$4.73M Buy
201,313
+1,614
+0.8% +$38K 1.64% 10
2023
Q1 		$4.7M Buy
199,699
+7,783
+4% +$183K 1.85% 10
2022
Q4 		$4.47M Buy
+191,916
New +$4.46M 1.84% 11

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