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

Allworth Financial’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 Q2	–	Sell	-4,434	Closed	-$101K	–	3808
2024 Q1	$101K	Hold	4,434	–	–	﹤0.01%	1020
2023 Q4	$101K	Sell	4,434 -365	-8%	-$8.23K	﹤0.01%	934
2023 Q3	$108K	Buy	4,799 +6	+0.1%	+$135	﹤0.01%	855
2023 Q2	$108K	Buy	+4,793	New	+$107K	﹤0.01%	872

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Allworth Financial's BSJO Position: Q2 2024 in Review

Allworth Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 4,434 shares — an estimated $101K sold.

Allworth Financial first reported a position in BSJO in Q2 2023 and held it in 4 quarters. The position peaked at $108K in Q3 2023. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

Allworth Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Allworth Financial sold 4,434 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $101K.
Allworth Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Allworth Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $108K in Q3 2023.
158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.