CP
BSJO

Camelot Portfolios’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-682
Closed -$15.5K – 594
2024
Q2 		$15.5K Buy
+682
New +$15.5K 0.01% 385
2024
Q1 		– Sell
-28,964
Closed -$658K – 211
2023
Q4 		$658K Buy
28,964
+9,414
+48% +$212K 0.39% 79
2023
Q3 		$440K Sell
19,550
-8,277
-30% -$186K 0.42% 74
2023
Q2 		$626K Sell
27,827
-388
-1% -$8.69K 0.39% 75
2023
Q1 		$634K Buy
+28,215
New +$631K 0.44% 72

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Camelot Portfolios's BSJO Position: Q3 2024 in Review

Camelot Portfolios sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2024, closing a stake of 682 shares — an estimated $15.5K sold.

Camelot Portfolios first reported a position in BSJO in Q1 2023 and held it in 5 quarters. The position peaked at $658K in Q4 2023. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

  • Camelot Portfolios reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 682 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $15.5K.
  • Camelot Portfolios first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
  • Camelot Portfolios's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $658K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.