AWM
BSJO

AE Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-88,370
Closed -$2.01M – 2058
2023
Q4 		$2.01M Buy
88,370
+20,898
+31% +$471K 0.01% 905
2023
Q3 		$1.52M Buy
67,472
+11,747
+21% +$264K 0.01% 936
2023
Q2 		$1.25M Sell
55,725
-1,199
-2% -$26.8K 0.01% 1002
2023
Q1 		$1.28M Buy
56,924
+6,841
+14% +$153K 0.01% 953
2022
Q4 		$1.11M Sell
50,083
-6,035
-11% -$133K 0.01% 944
2022
Q3 		$1.21M Buy
56,118
+1,225
+2% +$27.3K 0.01% 878
2022
Q2 		$1.2M Buy
54,893
+21,007
+62% +$480K 0.01% 833
2022
Q1 		$807K Buy
+33,886
New +$821K 0.01% 1000

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

AE Wealth Management's BSJO Position: Q1 2024 in Review

AE Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2024, closing a stake of 88,370 shares — an estimated $2.01M sold.

AE Wealth Management first reported a position in BSJO in Q1 2022 and held it in 8 quarters. The position peaked at $2.01M in Q4 2023. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • AE Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 88,370 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $2.01M.
  • AE Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
  • AE Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.01M in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.