WA
BSJN

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

WESPAC 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
-22,562
Closed -$530K – 171
2023
Q3 		$530K Hold
22,562
– – 0.4% 83
2023
Q2 		$530K Hold
22,562
– – 0.43% 72
2023
Q1 		$531K Buy
22,562
+11,132
+97% +$262K 0.5% 64
2022
Q4 		$266K Buy
+11,430
New +$266K 0.46% 50
2022
Q1 		– Sell
-8,451
Closed -$214K – 157
2021
Q4 		$214K Hold
8,451
– – 0.14% 140
2021
Q3 		$214K Buy
+8,451
New +$215K 0.13% 161
2019
Q3 		– Sell
-8,631
Closed -$225K – 127
2019
Q2 		$225K Sell
8,631
-253
-3% -$6.59K 0.17% 97
2019
Q1 		$231K Buy
+8,884
New +$228K 0.16% 115

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