Carson Wealth (CWM LLC)
BSJO

Carson Wealth (CWM LLC)’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Carson Wealth (CWM LLC)’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
-441,953
Closed -$10M – 5239
2024
Q3 		$10M Buy
441,953
+2,141
+0.5% +$48.6K 0.04% 309
2024
Q2 		$9.99M Buy
439,812
+7,588
+2% +$173K 0.05% 293
2024
Q1 		$9.82M Buy
432,224
+23,860
+6% +$542K 0.05% 291
2023
Q4 		$9.28M Sell
408,364
-215,796
-35% -$4.87M 0.05% 282
2023
Q3 		$14M Buy
624,160
+3,164
+0.5% +$71.2K 0.09% 193
2023
Q2 		$14M Buy
620,996
+11,251
+2% +$252K 0.09% 191
2023
Q1 		$13.7M Buy
609,745
+327,654
+116% +$7.33M 0.09% 185
2022
Q4 		$6.24M Sell
282,091
-20,064
-7% -$444K 0.05% 269
2022
Q3 		$6.53M Sell
302,155
-61,448
-17% -$1.37M 0.05% 244
2022
Q2 		$7.92M Buy
+363,603
New +$8.3M 0.06% 231

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSJO Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 441,953 shares — an estimated $10M sold.

Carson Wealth (CWM LLC) first reported a position in BSJO in Q2 2022 and held it in 10 quarters. The position peaked at $14M in Q3 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 441,953 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $10M.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $14M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.