BWS
BSJO

Buck Wealth Strategies’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-1,516
Closed -$34.1K – 357
2023
Q3 		$34.1K Buy
+1,516
New +$34.1K 0.01% 140

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Buck Wealth Strategies's BSJO Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2023, closing a stake of 1,516 shares — an estimated $34.1K sold.

Buck Wealth Strategies first reported a position in BSJO in Q3 2023 and held it in 1 quarter. The position peaked at $34.1K in Q3 2023. 164 funds tracked by Wall St. Rank hold BSJO as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 1,516 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $34.1K.
  • Buck Wealth Strategies first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $34.1K in Q3 2023.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.