WWM
BSJN

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

WT 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
2021
Q3 		– Sell
-8,575
Closed -$218K – 132
2021
Q2 		$218K Buy
+8,575
New +$218K 0.09% 119

Other funds holding BSJN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

WT Wealth Management's BSJN Position: Q3 2021 in Review

WT Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2021, closing a stake of 8,575 shares — an estimated $218K sold.

WT Wealth Management first reported a position in BSJN in Q2 2021 and held it in 1 quarter. The position peaked at $218K in Q2 2021. 119 funds tracked by Wall St. Rank hold BSJN as of Q3 2021.

  • WT Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WT Wealth Management sold 8,575 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $218K.
  • WT Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • WT Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $218K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2021.

Based on WT Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.