Beaumont Financial Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Beaumont Financial 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
2023 Q1	–	Sell	-14,102	Closed	-$312K	–	341
2022 Q4	$312K	Buy	14,102 +36	+0.3%	+$796	0.03%	242
2022 Q3	$304K	Sell	14,066 -114	-0.8%	-$2.54K	0.03%	235
2022 Q2	$309K	Sell	14,180 -1,278	-8%	-$29.2K	0.03%	235
2022 Q1	$368K	Sell	15,458 -312	-2%	-$7.55K	0.03%	247
2021 Q4	$394K	Sell	15,770 -550	-3%	-$13.7K	0.03%	243
2021 Q3	$409K	Sell	16,320 -578	-3%	-$14.5K	0.03%	230
2021 Q2	$425K	Sell	16,898 -783	-4%	-$19.6K	0.03%	237
2021 Q1	$442K	Sell	17,681 -387	-2%	-$9.64K	0.04%	212
2020 Q4	$450K	Sell	18,068 -34,164	-65%	-$839K	0.04%	211
2020 Q3	$1.26M	Sell	52,232 -3,924	-7%	-$94.8K	0.12%	118
2020 Q2	$1.32M	Sell	56,156 -7,048	-11%	-$163K	0.14%	118
2020 Q1	$1.4M	Buy	63,204 +43,376	+219%	+$1.06M	0.18%	89
2019 Q4	$506K	Buy	+19,828	New	+$499K	0.05%	177

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

Beaumont Financial Advisors's BSJO Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2023, closing a stake of 14,102 shares — an estimated $312K sold.

Beaumont Financial Advisors first reported a position in BSJO in Q4 2019 and held it in 13 quarters. The position peaked at $1.4M in Q1 2020. 143 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 14,102 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $312K.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.4M in Q1 2020.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.