AA
BSJO

Advisory Alpha’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Advisory Alpha’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
-394,339
Closed -$8.96M – 463
2024
Q3 		$8.96M Buy
394,339
+43,419
+12% +$986K 0.32% 47
2024
Q2 		$7.97M Buy
350,920
+21,359
+6% +$486K 0.31% 49
2024
Q1 		$7.49M Buy
329,561
+46,643
+16% +$1.06M 0.31% 45
2023
Q4 		$6.43M Buy
282,918
+3,780
+1% +$85.3K 0.29% 49
2023
Q3 		$6.28M Buy
279,138
+31,797
+13% +$716K 0.32% 48
2023
Q2 		$5.56M Buy
247,341
+44,710
+22% +$1M 0.29% 54
2023
Q1 		$4.55M Buy
202,631
+23,485
+13% +$526K 0.29% 49
2022
Q4 		$3.96M Buy
179,146
+9,799
+6% +$217K 0.28% 48
2022
Q3 		$3.66M Buy
169,347
+6,578
+4% +$147K 0.28% 49
2022
Q2 		$3.55M Sell
162,769
-26,365
-14% -$602K 0.27% 47
2022
Q1 		$4.5M Buy
189,134
+20,607
+12% +$499K 0.29% 44
2021
Q4 		$4.21M Buy
+168,527
New +$4.2M 0.25% 47
2021
Q2 		– Sell
-203,278
Closed -$5.08M – 221
2021
Q1 		$5.08M Buy
+203,278
New +$5.07M 0.51% 36

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Advisory Alpha's BSJO Position: Q4 2024 in Review

Advisory Alpha sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 394,339 shares — an estimated $8.96M sold.

Advisory Alpha first reported a position in BSJO in Q1 2021 and held it in 13 quarters. The position peaked at $8.96M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Advisory Alpha reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 394,339 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $8.96M.
  • Advisory Alpha first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Advisory Alpha's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $8.96M 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 Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.