CAN
BSJO

Cetera Advisor Networks’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Cetera Advisor Networks’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
Q1 		$673K Sell
29,618
-4,054
-12% -$92.1K ﹤0.01% 1730
2023
Q4 		$765K Buy
33,672
+1,737
+5% +$39.2K ﹤0.01% 1554
2023
Q3 		$718K Buy
+31,935
New +$719K ﹤0.01% 1500
2020
Q3 		– Sell
-836
Closed -$20K – 3116
2020
Q2 		$20K Buy
+836
New +$19.3K ﹤0.01% 2400

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Cetera Advisor Networks's BSJO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 12% in Q1 2024, selling an estimated $92.1K and leaving 29,618 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Cetera Advisor Networks first reported a position in BSJO in Q2 2020 and has held it in 4 quarters since. The position peaked at $765K in Q4 2023. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • Cetera Advisor Networks held 29,618 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $673K as of Q1 2024.
  • Cetera Advisor Networks sold 4,054 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $92.1K.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1730 holding.
  • Cetera Advisor Networks first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Cetera Advisor Networks's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $765K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.