AFG
BSJO

Atomi Financial Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Atomi Financial Group’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
-43,863
Closed -$997K – 1040
2024
Q3 		$997K Buy
43,863
+4,132
+10% +$93.8K 0.06% 246
2024
Q2 		$903K Buy
+39,731
New +$904K 0.07% 236

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

Atomi Financial Group's BSJO Position: Q4 2024 in Review

Atomi Financial Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 43,863 shares — an estimated $997K sold.

Atomi Financial Group first reported a position in BSJO in Q2 2024 and held it in 2 quarters. The position peaked at $997K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Atomi Financial Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 43,863 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $997K.
  • Atomi Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Atomi Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $997K 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 Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.