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

Advisory Services Network’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
2021 Q3	–	Sell	-983	Closed	-$25K	–	3339
2021 Q2	$25K	Buy	+983	New	+$24.6K	﹤0.01%	2405
2020 Q4	–	Sell	-6,734	Closed	-$165K	–	3789
2020 Q3	$162K	Buy	+6,734	New	+$163K	0.01%	1051
2020 Q2	–	Sell	-1,265	Closed	-$28K	–	2838
2020 Q1	$28K	Buy	+1,265	New	+$30.9K	﹤0.01%	1684

Other funds holding BSJO

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

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

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

IWC

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SIC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Services Network's BSJO Position: Q3 2021 in Review

Advisory Services Network sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2021, closing a stake of 983 shares — an estimated $25K sold.

Advisory Services Network first reported a position in BSJO in Q1 2020 and held it in 3 quarters. The position peaked at $162K in Q3 2020. 98 funds tracked by Wall St. Rank hold BSJO as of Q3 2021.

Advisory Services Network reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 983 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $25K.
Advisory Services Network first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
Advisory Services Network's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $162K in Q3 2020.
98 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.