BCWM
BSJO

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

Bartlett & Co 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
2022
Q3 		– Sell
-977
Closed -$21.3K – 1296
2022
Q2 		$21.3K Buy
+977
New +$22.3K ﹤0.01% 725

Other funds holding BSJO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co Wealth Management's BSJO Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2022, closing a stake of 977 shares — an estimated $21.3K sold.

Bartlett & Co Wealth Management first reported a position in BSJO in Q2 2022 and held it in 1 quarter. The position peaked at $21.3K in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJO as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 977 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $21.3K.
  • Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $21.3K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.