CFGS
BSJO

Concourse Financial Group Securities’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-93
Closed -$2.08K – 2456
2022
Q4 		$2.06K Buy
+93
New +$2.06K ﹤0.01% 2023

Other funds holding BSJO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $18.2B AUM 22.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Concourse Financial Group Securities's BSJO Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2023, closing a stake of 93 shares — an estimated $2.08K sold.

Concourse Financial Group Securities first reported a position in BSJO in Q4 2022 and held it in 1 quarter. The position peaked at $2.06K in Q4 2022. 142 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

  • Concourse Financial Group Securities reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 93 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.08K.
  • Concourse Financial Group Securities first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.06K in Q4 2022.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.