Bradley & Co Private Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Bradley & Co Private 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
2022 Q3	–	Sell	-3,866	Closed	-$84K	–	193
2022 Q2	$84K	Hold	3,866	–	–	0.09%	67
2022 Q1	$92K	Sell	3,866 -13,742	-78%	-$333K	0.08%	68
2021 Q4	$440K	Hold	17,608	–	–	0.35%	35
2021 Q3	$441K	Hold	17,608	–	–	0.38%	35
2021 Q2	$443K	Hold	17,608	–	–	0.39%	34
2021 Q1	$440K	Buy	+17,608	New	+$439K	0.41%	34

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSJO Position: Q3 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2022, closing a stake of 3,866 shares — an estimated $84K sold.

Bradley & Co Private Wealth Management first reported a position in BSJO in Q1 2021 and held it in 6 quarters. The position peaked at $443K in Q2 2021. 133 funds tracked by Wall St. Rank hold BSJO as of Q3 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 3,866 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $84K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $443K in Q2 2021.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.