Commonwealth Equity Services
BSJO

Commonwealth Equity Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Commonwealth Equity 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
-179,020
Closed -$4.07M – 4250
2024
Q3 		$4.07M Sell
179,020
-3,844
-2% -$87.3K 0.01% 1359
2024
Q2 		$4.16M Sell
182,864
-17,187
-9% -$391K 0.01% 1300
2024
Q1 		$4.55M Buy
200,051
+2,323
+1% +$52.8K 0.01% 1229
2023
Q4 		$4.49M Buy
197,728
+10,950
+6% +$247K 0.01% 1168
2023
Q3 		$4.2M Buy
186,778
+16,563
+10% +$373K 0.01% 1129
2023
Q2 		$3.83M Buy
170,215
+17,701
+12% +$396K 0.01% 1200
2023
Q1 		$3.42K Buy
152,514
+142,839
+1,476% +$3.2M 0.01% 1217
2022
Q4 		$214K Sell
9,675
-682
-7% -$15.1K ﹤0.01% 3163
2022
Q3 		$223K Buy
+10,357
New +$231K ﹤0.01% 3077
2021
Q1 		– Sell
-126,815
Closed -$3.16M – 3474
2020
Q4 		$3.16M Buy
+126,815
New +$3.12M 0.01% 966

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

Commonwealth Equity Services's BSJO Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 179,020 shares — an estimated $4.07M sold.

Commonwealth Equity Services first reported a position in BSJO in Q4 2020 and held it in 10 quarters. The position peaked at $4.55M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 179,020 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $4.07M.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
  • Commonwealth Equity Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $4.55M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.