ACM
BSJO

Altrius Capital Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Altrius Capital 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
2023
Q3 		– Sell
-9,302
Closed -$209K – 94
2023
Q2 		$209K Buy
+9,302
New +$208K 0.06% 91

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Altrius Capital Management's BSJO Position: Q3 2023 in Review

Altrius Capital Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2023, closing a stake of 9,302 shares — an estimated $209K sold.

Altrius Capital Management first reported a position in BSJO in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 155 funds tracked by Wall St. Rank hold BSJO as of Q3 2023.

  • Altrius Capital Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Altrius Capital Management sold 9,302 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $209K.
  • Altrius Capital Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Altrius Capital Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $209K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2023.

Based on Altrius Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.