AIM
BSJO

Anchor Investment Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Anchor Investment 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
2024
Q1 		– Sell
-2,400
Closed -$54.5K – 1053
2023
Q4 		$54.5K Hold
2,400
– – 0.01% 508
2023
Q3 		$54K Hold
2,400
– – 0.01% 497
2023
Q2 		$54K Hold
2,400
– – 0.01% 496
2023
Q1 		$53.9K Buy
2,400
+2,000
+500% +$44.8K 0.01% 520
2022
Q4 		$8.85K Hold
400
– – ﹤0.01% 740
2022
Q3 		$8.65K Hold
400
– – ﹤0.01% 739
2022
Q2 		$8.72K Hold
400
– – ﹤0.01% 755
2022
Q1 		$9.53K Hold
400
– – ﹤0.01% 761
2021
Q4 		$9.99K Hold
400
– – ﹤0.01% 786
2021
Q3 		$10K Sell
400
-8,627
-96% -$217K ﹤0.01% 719
2021
Q2 		$227K Buy
9,027
+29
+0.3% +$727 0.03% 343
2021
Q1 		$225K Buy
8,998
+880
+11% +$21.9K 0.03% 322
2020
Q4 		$202K Hold
8,118
– – 0.04% 300
2020
Q3 		$196K Hold
8,118
– – 0.04% 281
2020
Q2 		$190K Sell
8,118
-400
-5% -$9.23K 0.04% 271
2020
Q1 		$189K Buy
8,518
+172
+2% +$4.2K 0.05% 254
2019
Q4 		$213K Hold
8,346
– – 0.05% 284
2019
Q3 		$210K Hold
8,346
– – 0.05% 283
2019
Q2 		$211K Buy
8,346
+400
+5% +$10K 0.05% 284
2019
Q1 		$198K Buy
7,946
+75
+1% +$1.84K 0.05% 287
2018
Q4 		$184K Sell
7,871
-71
-0.9% -$1.72K 0.05% 280
2018
Q3 		$198K Hold
7,942
– – 0.05% 296
2018
Q2 		$195K Hold
7,942
– – 0.05% 308
2018
Q1 		$198K Hold
7,942
– – 0.05% 300
2017
Q4 		$203K Buy
7,942
+3,462
+77% +$89.2K 0.05% 280
2017
Q3 		$116K Buy
+4,480
New +$115K 0.03% 329

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Anchor Investment Management's BSJO Position: Q1 2024 in Review

Anchor Investment Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2024, closing a stake of 2,400 shares — an estimated $54.5K sold.

Anchor Investment Management first reported a position in BSJO in Q3 2017 and held it in 26 quarters. The position peaked at $227K in Q2 2021. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • Anchor Investment Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Anchor Investment Management sold 2,400 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $54.5K.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2017 and held it in 26 quarters.
  • Anchor Investment Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $227K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on Anchor Investment Management's 13F filing for Q1 2024, filed 15 May 2024.