AWS
BSJO

Atria Wealth Solutions’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Atria Wealth Solutions’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
-48,115
Closed -$1.09M – 2117
2024
Q3 		$1.09M Buy
48,115
+7,607
+19% +$173K 0.01% 876
2024
Q2 		$920K Sell
40,508
-6,709
-14% -$153K 0.01% 931
2024
Q1 		$1.07M Buy
47,217
+8,326
+21% +$189K 0.01% 874
2023
Q4 		$883K Buy
38,891
+2,313
+6% +$52.2K 0.01% 919
2023
Q3 		$822K Buy
36,578
+5,504
+18% +$124K 0.01% 901
2023
Q2 		$699K Sell
31,074
-1,777
-5% -$39.8K 0.01% 1006
2023
Q1 		$738K Sell
32,851
-1,014
-3% -$22.7K 0.01% 945
2022
Q4 		$749K Sell
33,865
-1,988
-6% -$43.9K 0.01% 890
2022
Q3 		$775K Sell
35,853
-530
-1% -$11.8K 0.01% 819
2022
Q2 		$793K Sell
36,383
-11,532
-24% -$263K 0.01% 799
2022
Q1 		$1.14M Buy
+47,915
New +$1.16M 0.02% 675

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Atria Wealth Solutions's BSJO Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 48,115 shares — an estimated $1.09M sold.

Atria Wealth Solutions first reported a position in BSJO in Q1 2022 and held it in 11 quarters. The position peaked at $1.14M in Q1 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 48,115 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.09M.
  • Atria Wealth Solutions first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.14M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.