BWM
BSJO

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

BCS 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
-23,030
Closed -$523K – 267
2024
Q3 		$523K Sell
23,030
-1,382
-6% -$31.4K 0.22% 89
2024
Q2 		$555K Sell
24,412
-1,376
-5% -$31.3K 0.27% 78
2024
Q1 		$586K Sell
25,788
-2,241
-8% -$50.9K 0.19% 117
2023
Q4 		$637K Buy
28,029
+2,975
+12% +$67.1K 0.23% 96
2023
Q3 		$563K Buy
25,054
+8,287
+49% +$187K 0.23% 94
2023
Q2 		$377K Buy
16,767
+2,291
+16% +$51.3K 0.28% 71
2023
Q1 		$325K Buy
14,476
+4,880
+51% +$109K 0.15% 113
2022
Q4 		$212K Sell
9,596
-1,026
-10% -$22.7K 0.09% 180
2022
Q3 		$230K Sell
10,622
-81
-0.8% -$1.81K 0.11% 162
2022
Q2 		$233K Hold
10,703
– – 0.1% 157
2022
Q1 		$255K Sell
10,703
-1,079
-9% -$26.1K 0.11% 161
2021
Q4 		$294K Sell
11,782
-3,689
-24% -$91.9K 0.11% 163
2021
Q3 		$387K Buy
15,471
+2,887
+23% +$72.5K 0.16% 114
2021
Q2 		$317K Buy
+12,584
New +$315K 0.17% 109

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

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

BCS Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 23,030 shares — an estimated $523K sold.

BCS Wealth Management first reported a position in BSJO in Q2 2021 and held it in 14 quarters. The position peaked at $637K in Q4 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BCS Wealth Management sold 23,030 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $523K.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
  • BCS Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $637K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

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