CIAS
BSJO

CBIZ Investment Advisory Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

CBIZ Investment Advisory Services’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
-2,792
Closed -$63.5K – 514
2024
Q3 		$63.5K Buy
2,792
+24
+0.9% +$545 ﹤0.01% 95
2024
Q2 		$62.9K Buy
2,768
+27
+1% +$614 ﹤0.01% 95
2024
Q1 		$62.3K Buy
+2,741
New +$62.2K ﹤0.01% 88

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

CBIZ Investment Advisory Services's BSJO Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 2,792 shares — an estimated $63.5K sold.

CBIZ Investment Advisory Services first reported a position in BSJO in Q1 2024 and held it in 3 quarters. The position peaked at $63.5K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2,792 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $63.5K.
  • CBIZ Investment Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $63.5K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.