AWA
BSJO

Arete Wealth Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-13,887
Closed -$316K – 802
2024
Q3 		$316K Buy
13,887
+1,080
+8% +$24.5K 0.03% 508
2024
Q2 		$291K Buy
12,807
+1,263
+11% +$28.7K 0.02% 534
2024
Q1 		$262K Buy
+11,544
New +$262K 0.02% 358

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Arete Wealth Advisors's BSJO Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 13,887 shares — an estimated $316K sold.

Arete Wealth Advisors first reported a position in BSJO in Q1 2024 and held it in 3 quarters. The position peaked at $316K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,887 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $316K.
  • Arete Wealth Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $316K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.