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
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $543M AUM 16.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return