Ameritas Investment Company’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Ameritas Investment Company’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
2021 Q3	$866K	Sell	34,572 -20,111	-37%	-$505K	0.04%	297
2021 Q2	$1.41M	Buy	54,683 +3,185	+6%	+$79.8K	0.07%	237
2021 Q1	$1.29M	Sell	51,498 -19,567	-28%	-$488K	0.11%	187
2020 Q4	$1.77M	Buy	+71,065	New	+$1.75M	0.34%	66
2020 Q2	–	Sell	-3,647	Closed	-$81K	–	1658
2020 Q1	$81K	Buy	3,647 +27	+0.7%	+$660	0.01%	541
2019 Q4	$92K	Buy	+3,620	New	+$91.1K	0.02%	477
2019 Q1	–	Sell	-3,682	Closed	-$86K	–	1826
2018 Q4	$86K	Buy	+3,682	New	+$89.2K	0.02%	460

Other funds holding BSJO

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Company's BSJO Position: Q3 2021 in Review

Ameritas Investment Company reduced its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 37% in Q3 2021, selling an estimated $505K and leaving 34,572 shares worth $866K. The position accounts for 0.04% of the portfolio, ranked #297.

Ameritas Investment Company first reported a position in BSJO in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2020. 98 funds tracked by Wall St. Rank hold BSJO as of Q3 2021.

Ameritas Investment Company held 34,572 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $866K as of Q3 2021.
Ameritas Investment Company sold 20,111 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $505K.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #297 holding.
Ameritas Investment Company first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2018 and has held it in 7 quarters since.
Ameritas Investment Company's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.77M in Q4 2020.
98 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.