APS
BSJO

American Planning Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

American Planning Services’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
Q3 		$334K Hold
14,689
– – 0.26% 41
2024
Q2 		$334K Buy
14,689
+1,050
+8% +$23.9K 0.23% 41
2024
Q1 		$310K Buy
+13,639
New +$310K 0.22% 36

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

American Planning Services's BSJO Position: Q3 2024 in Review

American Planning Services held its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) position steady in Q3 2024 at 14,689 shares worth $334K. The position accounts for 0.26% of the portfolio, ranked #41.

American Planning Services first reported a position in BSJO in Q1 2024 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

  • American Planning Services held 14,689 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $334K as of Q3 2024.
  • American Planning Services left its Invesco BulletShares 2024 High Yield Corporate Bond ETF share count unchanged in Q3 2024.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.26% of American Planning Services's portfolio in Q3 2024, its #41 holding.
  • American Planning Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.