AWA
BSJO

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

Arkadios 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
2021
Q1 		– Sell
-700
Closed -$17K – 1761
2020
Q4 		$17K Buy
+700
New +$17.2K ﹤0.01% 816

Other funds holding BSJO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arkadios Wealth Advisors's BSJO Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2021, closing a stake of 700 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in BSJO in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 82 funds tracked by Wall St. Rank hold BSJO as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 700 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $17K.
  • Arkadios Wealth Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $17K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.