CCP
BSJO

Carmel Capital Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-8,850
Closed -$201K – 173
2024
Q3 		$201K Hold
8,850
– – 0.08% 163
2024
Q2 		$201K Hold
8,850
– – 0.08% 156
2024
Q1 		$201K Hold
8,850
– – 0.08% 153
2023
Q4 		$201K Buy
8,850
+2,500
+39% +$56.4K 0.1% 147
2023
Q3 		$143K Sell
6,350
-2,500
-28% -$56.3K 0.06% 169
2023
Q2 		$199K Sell
8,850
-871
-9% -$19.5K 0.1% 119
2023
Q1 		$218K Hold
9,721
– – 0.13% 122
2022
Q4 		$215K Sell
9,721
-1,437
-13% -$31.8K 0.15% 122
2022
Q3 		$241K Hold
11,158
– – 0.23% 104
2022
Q2 		$243K Buy
11,158
+4
+0% +$91 0.23% 97
2022
Q1 		$266K Buy
11,154
+2,304
+26% +$55.8K 0.22% 93
2021
Q4 		$221K Buy
+8,850
New +$221K 0.17% 110

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Carmel Capital Partners's BSJO Position: Q4 2024 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 8,850 shares — an estimated $201K sold.

Carmel Capital Partners first reported a position in BSJO in Q4 2021 and held it in 12 quarters. The position peaked at $266K in Q1 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Carmel Capital Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 8,850 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $201K.
  • Carmel Capital Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Carmel Capital Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $266K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.