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Benjamin F. Edwards & Company’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$52K Buy
2,041
+1,017
+99% +$25.9K ﹤0.01% 1315
2024
Q1 		$26K Buy
1,024
+78
+8% +$1.99K ﹤0.01% 1460
2023
Q4 		$24K Buy
+946
New +$23.1K ﹤0.01% 1436

Other funds holding BSJU

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Benjamin F. Edwards & Company's BSJU Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 99% in Q2 2024, buying an estimated $25.9K and bringing the position to 2,041 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Benjamin F. Edwards & Company first reported a position in BSJU in Q4 2023 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold BSJU as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,041 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $52K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,017 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $25.9K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1315 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.