BC
BSJO

Barnett & Company’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Barnett & Company’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
2022
Q1 		– Sell
-5,445
Closed -$136K – 280
2021
Q4 		$136K Buy
5,445
+92
+2% +$2.29K 0.09% 105
2021
Q3 		$134K Buy
+5,353
New +$134K 0.1% 98

Other funds holding BSJO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Barnett & Company's BSJO Position: Q1 2022 in Review

Barnett & Company sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2022, closing a stake of 5,445 shares — an estimated $136K sold.

Barnett & Company first reported a position in BSJO in Q3 2021 and held it in 2 quarters. The position peaked at $136K in Q4 2021. 119 funds tracked by Wall St. Rank hold BSJO as of Q1 2022.

  • Barnett & Company reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 5,445 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $136K.
  • Barnett & Company first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Barnett & Company's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $136K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.