Baldrige Asset Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Baldrige Asset 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
2023 Q1	$16K	Hold	733	–	–	0.01%	235
2022 Q4	$16K	Hold	733	–	–	0.01%	228
2022 Q3	$16K	Hold	733	–	–	0.01%	219
2022 Q2	$16K	Hold	733	–	–	0.01%	229
2022 Q1	$17K	Hold	733	–	–	0.01%	239
2021 Q4	$18K	Hold	733	–	–	0.01%	244
2021 Q3	$18K	Hold	733	–	–	0.01%	244
2021 Q2	$18K	Buy	+733	New	+$18.4K	0.01%	251

Other funds holding BSJO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Baldrige Asset Management's BSJO Position: Q1 2023 in Review

Baldrige Asset Management held its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) position steady in Q1 2023 at 733 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #235.

Baldrige Asset Management first reported a position in BSJO in Q2 2021 and has held it in 8 quarters since. The position peaked at $18K in Q4 2021. 143 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

Baldrige Asset Management held 733 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $16K as of Q1 2023.
Baldrige Asset Management left its Invesco BulletShares 2024 High Yield Corporate Bond ETF share count unchanged in Q1 2023.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #235 holding.
Baldrige Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $18K in Q4 2021.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.