BRWA
BSJO

B. Riley Wealth Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

B. Riley Wealth Advisors’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
-14,582
Closed -$331K – 1313
2024
Q3 		$331K Sell
14,582
-1,373
-9% -$31.2K 0.01% 903
2024
Q2 		$362K Sell
15,955
-604
-4% -$13.7K 0.01% 942
2024
Q1 		$372K Buy
16,559
+5,798
+54% +$132K 0.01% 941
2023
Q4 		$244K Sell
10,761
-5,798
-35% -$131K 0.01% 1144
2023
Q3 		$372K Sell
16,559
-2,325
-12% -$52.3K 0.01% 941
2023
Q2 		$425K Sell
18,884
-1,000
-5% -$22.4K 0.01% 944
2023
Q1 		$446K Hold
19,884
– – 0.01% 857
2022
Q4 		$440K Sell
19,884
-400
-2% -$8.84K 0.01% 846
2022
Q3 		$439K Buy
20,284
+209
+1% +$4.67K 0.01% 815
2022
Q2 		$438K Buy
20,075
+1,385
+7% +$31.6K 0.02% 718
2022
Q1 		$446K Hold
18,690
– – 0.01% 815
2021
Q4 		$467K Sell
18,690
-150
-0.8% -$3.74K 0.01% 850
2021
Q3 		$472K Buy
18,840
+925
+5% +$23.2K 0.02% 803
2021
Q2 		$451K Buy
17,915
+8,540
+91% +$214K 0.01% 819
2021
Q1 		$235K Buy
+9,375
New +$234K 0.01% 1116

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

B. Riley Wealth Advisors's BSJO Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 14,582 shares — an estimated $331K sold.

B. Riley Wealth Advisors first reported a position in BSJO in Q1 2021 and held it in 15 quarters. The position peaked at $472K in Q3 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,582 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $331K.
  • B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $472K 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 B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.