ZIM
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Zacks Investment Management’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Zacks Investment Management’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,008
Closed -$448K – 617
2023
Q2 		$448K Hold
22,008
– – 0.01% 471
2023
Q1 		$452K Buy
+22,008
New +$448K 0.01% 463

Other funds holding BSJT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Zacks Investment Management sold out of Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) in Q3 2023, closing a stake of 22,008 shares — an estimated $448K sold.

Zacks Investment Management first reported a position in BSJT in Q1 2023 and held it in 2 quarters. The position peaked at $452K in Q1 2023. 14 funds tracked by Wall St. Rank hold BSJT as of Q3 2023.

  • Zacks Investment Management reported no remaining Invesco BulletShares 2029 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 22,008 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $448K.
  • Zacks Investment Management first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Zacks Investment Management's Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $452K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2023.

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