AFA
BSJO

AA Financial Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

AA Financial 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
2024
Q4 		– Sell
-71,133
Closed -$1.62M – 177
2024
Q3 		$1.62M Buy
71,133
+1,639
+2% +$37.2K 0.47% 51
2024
Q2 		$1.58M Sell
69,494
-2,202
-3% -$50.1K 0.56% 46
2024
Q1 		$1.63M Sell
71,696
-18,567
-21% -$422K 0.66% 45
2023
Q4 		$2.05M Buy
+90,263
New +$2.04M 1.36% 22

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

AA Financial Advisors's BSJO Position: Q4 2024 in Review

AA Financial Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 71,133 shares — an estimated $1.62M sold.

AA Financial Advisors first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $2.05M in Q4 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • AA Financial Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AA Financial Advisors sold 71,133 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.62M.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • AA Financial Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.05M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.