WWM
BSJN

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

Western 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
2022
Q4 		– Sell
-11,279
Closed -$259K – 815
2022
Q3 		$259K Sell
11,279
-1,482
-12% -$34.7K 0.01% 670
2022
Q2 		$294K Sell
12,761
-3,377
-21% -$80.3K 0.02% 624
2022
Q1 		$396K Buy
16,138
+8,080
+100% +$200K 0.02% 595
2021
Q4 		$204K Buy
+8,058
New +$203K 0.02% 580
2021
Q2 		$229K Buy
9,037
+12
+0.1% +$305 0.02% 566
2021
Q1 		$228K Buy
9,025
+13
+0.1% +$329 0.03% 471
2020
Q4 		$229K Sell
9,012
-1,193
-12% -$29.9K 0.03% 416
2020
Q3 		$250K Buy
10,205
+27
+0.3% +$665 0.04% 371
2020
Q2 		$244K Buy
10,178
+29
+0.3% +$681 0.04% 354
2020
Q1 		$227K Buy
10,149
+1,281
+14% +$32.2K 0.05% 319
2019
Q4 		$232K Buy
8,868
+987
+13% +$25.6K 0.04% 359
2019
Q3 		$206K Buy
7,881
+16
+0.2% +$417 0.04% 368
2019
Q2 		$205K Buy
7,865
+16
+0.2% +$417 0.03% 387
2019
Q1 		$204K Buy
+7,849
New +$202K 0.05% 361

Other funds holding BSJN

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Western Wealth Management's BSJN Position: Q4 2022 in Review

Western Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2022, closing a stake of 11,279 shares — an estimated $259K sold.

Western Wealth Management first reported a position in BSJN in Q1 2019 and held it in 14 quarters. The position peaked at $396K in Q1 2022. 148 funds tracked by Wall St. Rank hold BSJN as of Q4 2022.

  • Western Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 11,279 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $259K.
  • Western Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2019 and held it in 14 quarters.
  • Western Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $396K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.