Zacks Investment Management
BSJS icon

Zacks Investment Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Zacks Investment Management’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,332
Closed -$448K – 616
2023
Q2 		$448K Hold
21,332
– – 0.01% 470
2023
Q1 		$450K Buy
+21,332
New +$449K 0.01% 464

Other funds holding BSJS

Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Zacks Investment Management's BSJS Position: Q3 2023 in Review

Zacks Investment Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q3 2023, closing a stake of 21,332 shares — an estimated $448K sold.

Zacks Investment Management first reported a position in BSJS in Q1 2023 and held it in 2 quarters. The position peaked at $450K in Q1 2023. 36 funds tracked by Wall St. Rank hold BSJS as of Q3 2023.

  • Zacks Investment Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 21,332 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $448K.
  • Zacks Investment Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Zacks Investment Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $450K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.