ACM
BSJO

Arlington Capital Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Arlington Capital 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
2023
Q3 		– Sell
-14,795
Closed -$333K – 104
2023
Q2 		$333K Sell
14,795
-320
-2% -$7.17K 0.29% 65
2023
Q1 		$339K Sell
15,115
-1,490
-9% -$33.3K 0.32% 59
2022
Q4 		$367K Buy
+16,605
New +$367K 0.41% 50

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Arlington Capital Management's BSJO Position: Q3 2023 in Review

Arlington Capital Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2023, closing a stake of 14,795 shares — an estimated $333K sold.

Arlington Capital Management first reported a position in BSJO in Q4 2022 and held it in 3 quarters. The position peaked at $367K in Q4 2022. 155 funds tracked by Wall St. Rank hold BSJO as of Q3 2023.

  • Arlington Capital Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Capital Management sold 14,795 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $333K.
  • Arlington Capital Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Arlington Capital Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $367K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2023.

Based on Arlington Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.