BWA
BSJO

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

BDO 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
2020
Q1 		– Sell
-1,400
Closed -$36K – 840
2019
Q4 		$36K Sell
1,400
-400
-22% -$10.1K 0.01% 337
2019
Q3 		$45K Buy
+1,800
New +$45.5K 0.01% 326

Other funds holding BSJO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's BSJO Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2020, closing a stake of 1,400 shares — an estimated $36K sold.

BDO Wealth Advisors first reported a position in BSJO in Q3 2019 and held it in 2 quarters. The position peaked at $45K in Q3 2019. 62 funds tracked by Wall St. Rank hold BSJO as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,400 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $36K.
  • BDO Wealth Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $45K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.