1834 Investment Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

1834 Investment Advisors’s Portfolio BSJO Stock Details BSJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,750	Closed	-$38K	–	467
2022 Q2	$38K	Hold	1,750	–	–	0.01%	291
2022 Q1	$42K	Hold	1,750	–	–	0.01%	258
2021 Q4	$44K	Hold	1,750	–	–	0.01%	268
2021 Q3	$44K	Buy	+1,750	New	+$43.9K	0.01%	272
2020 Q2	–	Sell	-3,185	Closed	-$71K	–	471
2020 Q1	$71K	Sell	3,185 -5,775	-64%	-$141K	0.01%	233
2019 Q4	$228K	Buy	8,960 +7,410	+478%	+$187K	0.04%	182
2019 Q3	$39K	Sell	1,550 -250	-14%	-$6.31K	0.01%	288
2019 Q2	$45K	Hold	1,800	–	–	0.01%	295
2019 Q1	$45K	Hold	1,800	–	–	0.01%	283
2018 Q4	$42K	Hold	1,800	–	–	0.01%	280
2018 Q3	$45K	Hold	1,800	–	–	0.01%	282
2018 Q2	$44K	Buy	+1,800	New	+$44.7K	0.01%	283

Other funds holding BSJO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1834 Investment Advisors's BSJO Position: Q3 2022 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2022, closing a stake of 1,750 shares — an estimated $38K sold.

1834 Investment Advisors first reported a position in BSJO in Q2 2018 and held it in 12 quarters. The position peaked at $228K in Q4 2019. 133 funds tracked by Wall St. Rank hold BSJO as of Q3 2022.

1834 Investment Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,750 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $38K.
1834 Investment Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2018 and held it in 12 quarters.
1834 Investment Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $228K in Q4 2019.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.