CWC
BSJO

Carolinas Wealth Consulting’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Carolinas Wealth Consulting’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
-10
Closed -$226 – 1063
2023
Q3 		$226 Buy
+10
New +$225 ﹤0.01% 994

Other funds holding BSJO

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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 $374B AUM 17.66% 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 $1.43B AUM 22.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carolinas Wealth Consulting's BSJO Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2023, closing a stake of 10 shares — an estimated $226 sold.

Carolinas Wealth Consulting first reported a position in BSJO in Q3 2023 and held it in 1 quarter. The position peaked at $226 in Q3 2023. 164 funds tracked by Wall St. Rank hold BSJO as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $226.
  • Carolinas Wealth Consulting first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $226 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 Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.