WEC
BSJN

Winslow Evans & Crocker’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$0 Sell
10,835
-350
-3% -$8.76K ﹤0.01% 1370
2020
Q3 		$274K Buy
+11,185
New +$276K 0.07% 237

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's BSJN Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) stake by 3.1% in Q4 2020, selling an estimated $8.76K and leaving 10,835 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Winslow Evans & Crocker first reported a position in BSJN in Q3 2020 and has held it in 2 quarters since. The position peaked at $274K in Q3 2020. 109 funds tracked by Wall St. Rank hold BSJN as of Q4 2020.

  • Winslow Evans & Crocker held 10,835 shares of Invesco BulletShares 2023 High Yield Corporate Bond ETF worth $0 as of Q4 2020.
  • Winslow Evans & Crocker sold 350 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $8.76K.
  • Invesco BulletShares 2023 High Yield Corporate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1370 holding.
  • Winslow Evans & Crocker first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2020 and has held it in 2 quarters since.
  • Winslow Evans & Crocker's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $274K in Q3 2020.
  • 109 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.