BWM
BSJO

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

BKM 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
Q1 		– Sell
-2,355
Closed -$53.5K – 588
2023
Q4 		$53.5K Buy
+2,355
New +$53.1K 0.02% 254

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

BKM Wealth Management's BSJO Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2024, closing a stake of 2,355 shares — an estimated $53.5K sold.

BKM Wealth Management first reported a position in BSJO in Q4 2023 and held it in 1 quarter. The position peaked at $53.5K in Q4 2023. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,355 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $53.5K.
  • BKM Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $53.5K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.