Ameritas Advisory Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Ameritas Advisory 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
2023 Q2	–	Sell	-8,956	Closed	-$201K	–	2637
2023 Q1	$201K	Sell	8,956 -24,187	-73%	-$541K	0.01%	773
2022 Q4	$733K	Buy	33,143 +14,799	+81%	+$327K	0.03%	427
2022 Q3	$397K	Sell	18,344 -7,086	-28%	-$158K	0.02%	498
2022 Q2	$554K	Sell	25,430 -1,567	-6%	-$35.8K	0.03%	425
2022 Q1	$643K	Hold	26,997	–	–	0.02%	437
2021 Q4	$674K	Buy	+26,997	New	+$673K	0.02%	423

Other funds holding BSJO

MCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Ameritas Advisory Services's BSJO Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2023, closing a stake of 8,956 shares — an estimated $201K sold.

Ameritas Advisory Services first reported a position in BSJO in Q4 2021 and held it in 6 quarters. The position peaked at $733K in Q4 2022. 146 funds tracked by Wall St. Rank hold BSJO as of Q2 2023.

Ameritas Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 8,956 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $201K.
Ameritas Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Ameritas Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $733K in Q4 2022.
146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.