AWM
BSJO

Avior Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Avior Wealth 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
2024
Q4 		– Sell
-2,169
Closed -$49.3K – 2558
2024
Q3 		$49.3K Sell
2,169
-316,088
-99% -$7.18M ﹤0.01% 1118
2024
Q2 		$7.23M Buy
318,257
+1,373
+0.4% +$31.2K 0.31% 65
2024
Q1 		$7.2M Buy
316,884
+1,429
+0.5% +$32.5K 0.33% 59
2023
Q4 		$7.17M Buy
315,455
+4,790
+2% +$108K 0.43% 50
2023
Q3 		$6.98M Buy
310,665
+4,136
+1% +$93.1K 0.47% 48
2023
Q2 		$6.89M Buy
306,529
+5,049
+2% +$113K 0.45% 52
2023
Q1 		$6.77M Buy
301,480
+12,559
+4% +$281K 0.46% 49
2022
Q4 		$6.39M Buy
288,921
+25,327
+10% +$560K 0.48% 45
2022
Q3 		$5.7M Buy
263,594
+22,003
+9% +$491K 0.47% 43
2022
Q2 		$5.26M Buy
241,591
+1,629
+0.7% +$37.2K 0.53% 38
2022
Q1 		$5.71M Buy
239,962
+1,904
+0.8% +$46.1K 0.49% 41
2021
Q4 		$5.95M Sell
238,058
-219,785
-48% -$5.48M 0.49% 44
2021
Q3 		$11.5M Buy
+457,843
New +$11.5M 0.95% 23
2021
Q1 		– Sell
-529
Closed -$13K – 1162
2020
Q4 		$13K Buy
529
+6
+1% +$147 ﹤0.01% 677
2020
Q3 		$12K Buy
+523
New +$12.6K ﹤0.01% 667

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

Avior Wealth Management's BSJO Position: Q4 2024 in Review

Avior Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 2,169 shares — an estimated $49.3K sold.

Avior Wealth Management first reported a position in BSJO in Q3 2020 and held it in 15 quarters. The position peaked at $11.5M in Q3 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2,169 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $49.3K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
  • Avior Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $11.5M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.