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Benjamin F. Edwards & Company’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$23K Buy
898
+669
+292% +$17.4K ﹤0.01% 1507
2024
Q1 		$6K Buy
+229
New +$5.99K ﹤0.01% 1810

Other funds holding BSJV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 292% in Q2 2024, buying an estimated $17.4K and bringing the position to 898 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Benjamin F. Edwards & Company first reported a position in BSJV in Q1 2024 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold BSJV as of Q2 2024.

  • Benjamin F. Edwards & Company held 898 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $23K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 669 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $17.4K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1507 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2031 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.