4FG
BSJO

4Thought Financial Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

4Thought Financial Group’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
2024
Q4 		– Sell
-36,180
Closed -$822K – 108
2024
Q3 		$822K Buy
36,180
+166
+0.5% +$3.77K 0.51% 23
2024
Q2 		$818K Buy
36,014
+2,098
+6% +$47.7K 0.51% 22
2024
Q1 		$771K Buy
33,916
+5,261
+18% +$119K 0.51% 26
2023
Q4 		$651K Buy
28,655
+12,681
+79% +$286K 0.47% 27
2023
Q3 		$359K Buy
15,974
+202
+1% +$4.55K 0.29% 35
2023
Q2 		$355K Sell
15,772
-8,092
-34% -$181K 0.28% 36
2023
Q1 		$536K Buy
23,864
+451
+2% +$10.1K 0.44% 31
2022
Q4 		$518K Buy
23,413
+69
+0.3% +$1.52K 0.47% 30
2022
Q3 		$505K Sell
23,344
-78
-0.3% -$1.74K 0.5% 32
2022
Q2 		$510K Sell
23,422
-1,921
-8% -$43.9K 0.48% 33
2022
Q1 		$604K Buy
25,343
+122
+0.5% +$2.95K 0.54% 33
2021
Q4 		$630K Buy
25,221
+3,837
+18% +$95.6K 0.51% 29
2021
Q3 		$535K Buy
21,384
+2,186
+11% +$54.9K 0.46% 33
2021
Q2 		$483K Buy
19,198
+1,509
+9% +$37.8K 0.44% 31
2021
Q1 		$442K Buy
+17,689
New +$441K 0.43% 30

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

4Thought Financial Group's BSJO Position: Q4 2024 in Review

4Thought Financial Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 36,180 shares — an estimated $822K sold.

4Thought Financial Group first reported a position in BSJO in Q1 2021 and held it in 15 quarters. The position peaked at $822K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • 4Thought Financial Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • 4Thought Financial Group sold 36,180 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $822K.
  • 4Thought Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • 4Thought Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $822K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on 4Thought Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.