CHAM
BSJO

Clear Harbor Asset Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Clear Harbor Asset Management’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
Q2 		– Sell
-46,150
Closed -$1.04M – 412
2023
Q1 		$1.04M Buy
46,150
+6,900
+18% +$154K 0.11% 157
2022
Q4 		$868K Buy
39,250
+16,300
+71% +$360K 0.11% 152
2022
Q3 		$496K Buy
22,950
+9,450
+70% +$211K 0.07% 195
2022
Q2 		$294K Buy
+13,500
New +$308K 0.04% 272

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Harbor Asset Management's BSJO Position: Q2 2023 in Review

Clear Harbor Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2023, closing a stake of 46,150 shares — an estimated $1.04M sold.

Clear Harbor Asset Management first reported a position in BSJO in Q2 2022 and held it in 4 quarters. The position peaked at $1.04M in Q1 2023. 146 funds tracked by Wall St. Rank hold BSJO as of Q2 2023.

  • Clear Harbor Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Clear Harbor Asset Management sold 46,150 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $1.04M.
  • Clear Harbor Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
  • Clear Harbor Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.04M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2023.

Based on Clear Harbor Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.