CA
BSJO

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

Cetera Advisors’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 		$17.3M Buy
761,172
+106,841
+16% +$2.43M 0.14% 141
2023
Q4 		$14.9M Buy
654,331
+210,549
+47% +$4.75M 0.21% 105
2023
Q3 		$9.98M Buy
443,782
+64,106
+17% +$1.44M 0.16% 146
2023
Q2 		$8.54M Buy
379,676
+74,531
+24% +$1.67M 0.13% 160
2023
Q1 		$6.85M Buy
305,145
+42,248
+16% +$946K 0.11% 192
2022
Q4 		$5.82M Buy
262,897
+96,501
+58% +$2.13M 0.11% 209
2022
Q3 		$3.6M Buy
166,396
+20,498
+14% +$458K 0.1% 226
2022
Q2 		$3.18M Buy
145,898
+16,234
+13% +$371K 0.07% 281
2022
Q1 		$3.09M Buy
129,664
+7,926
+7% +$192K 0.06% 319
2021
Q4 		$3.04M Sell
121,738
-17,571
-13% -$438K 0.06% 313
2021
Q3 		$3.49M Buy
139,309
+28,607
+26% +$718K 0.07% 286
2021
Q2 		$2.79M Buy
110,702
+16,681
+18% +$418K 0.07% 294
2021
Q1 		$2.35M Buy
94,021
+16,208
+21% +$404K 0.06% 286
2020
Q4 		$1.94M Buy
77,813
+203
+0.3% +$4.99K 0.06% 281
2020
Q3 		$1.87M Buy
77,610
+494
+0.6% +$11.9K 0.07% 257
2020
Q2 		$1.81M Buy
77,116
+2,209
+3% +$51K 0.08% 245
2020
Q1 		$1.66M Buy
74,907
+3,586
+5% +$87.6K 0.09% 226
2019
Q4 		$1.81M Buy
71,321
+13,037
+22% +$328K 0.08% 250
2019
Q3 		$1.47M Buy
58,284
+4,201
+8% +$106K 0.06% 276
2019
Q2 		$1.37M Buy
54,083
+1,671
+3% +$41.9K 0.06% 304
2019
Q1 		$1.31M Sell
52,412
-1,081
-2% -$26.5K 0.07% 286
2018
Q4 		$1.25M Buy
53,493
+10,051
+23% +$243K 0.07% 270
2018
Q3 		$1.08M Buy
43,442
+11,200
+35% +$278K 0.05% 336
2018
Q2 		$792K Buy
+32,242
New +$801K 0.05% 373
2018
Q1 		– Sell
-23,608
Closed -$605K – 876
2017
Q4 		$605K Buy
23,608
+10,017
+74% +$258K 0.04% 396
2017
Q3 		$352K Buy
+13,591
New +$349K 0.02% 566

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
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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Cetera Advisors's BSJO Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 16% in Q1 2024, buying an estimated $2.43M and bringing the position to 761,172 shares worth $17.3M. The position accounts for 0.14% of the portfolio, ranked #141.

Cetera Advisors first reported a position in BSJO in Q3 2017 and has held it in 26 quarters since. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • Cetera Advisors held 761,172 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $17.3M as of Q1 2024.
  • Cetera Advisors bought 106,841 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $2.43M.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.14% of Cetera Advisors's portfolio in Q1 2024, its #141 holding.
  • Cetera Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2017 and has held it in 26 quarters since.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

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