BOPW
BSJO

Brandywine Oak Private Wealth’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-4,141
Closed -$96K – 665
2018
Q4 		$96K Buy
+4,141
New +$100K 0.02% 284

Other funds holding BSJO

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brandywine Oak Private Wealth's BSJO Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2019, closing a stake of 4,141 shares — an estimated $96K sold.

Brandywine Oak Private Wealth first reported a position in BSJO in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 41 funds tracked by Wall St. Rank hold BSJO as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,141 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $96K.
  • Brandywine Oak Private Wealth first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $96K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.