AAS
BSJO

Avantax Advisory Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Avantax Advisory Services’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
-9,138
Closed -$208K – 2290
2024
Q3 		$208K Buy
9,138
+106
+1% +$2.41K ﹤0.01% 1987
2024
Q2 		$205K Sell
9,032
-37,425
-81% -$851K ﹤0.01% 1937
2024
Q1 		$1.06M Buy
46,457
+832
+2% +$18.9K 0.01% 726
2023
Q4 		$1.04M Buy
45,625
+1,300
+3% +$29.3K 0.01% 700
2023
Q3 		$997K Sell
44,325
-4,505
-9% -$101K 0.01% 693
2023
Q2 		$1.1M Buy
48,830
+13,414
+38% +$300K 0.01% 649
2023
Q1 		$795K Buy
35,416
+8,441
+31% +$189K 0.01% 738
2022
Q4 		$597K Buy
26,975
+5,144
+24% +$114K 0.01% 793
2022
Q3 		$472K Buy
21,831
+2,864
+15% +$63.9K 0.01% 802
2022
Q2 		$413K Buy
+18,967
New +$433K 0.01% 859

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

Avantax Advisory Services's BSJO Position: Q4 2024 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 9,138 shares — an estimated $208K sold.

Avantax Advisory Services first reported a position in BSJO in Q2 2022 and held it in 10 quarters. The position peaked at $1.1M in Q2 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Avantax Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 9,138 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $208K.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Avantax Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.1M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.