CA
BSJO

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

CoreCap 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
Q4 		– Sell
-11,738
Closed -$267K – 2999
2024
Q3 		$267K Hold
11,738
– – 0.01% 601
2024
Q2 		$267K Hold
11,738
– – 0.03% 321
2024
Q1 		$267K Hold
11,738
– – 0.01% 553
2023
Q4 		$267K Hold
11,738
– – 0.02% 492
2023
Q3 		$264K Hold
11,738
– – 0.02% 452
2023
Q2 		$264K Buy
+11,738
New +$263K 0.02% 474
2022
Q4 		$260K Hold
11,738
– – 0.02% 474
2022
Q3 		$254K Hold
11,738
– – 0.02% 444
2022
Q2 		$256K Hold
11,738
– – 0.02% 455
2022
Q1 		$280K Buy
11,738
+2
+0% +$48 0.02% 422
2021
Q4 		$293K Buy
+11,736
New +$293K 0.02% 448

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

CoreCap Advisors's BSJO Position: Q4 2024 in Review

CoreCap Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 11,738 shares — an estimated $267K sold.

CoreCap Advisors first reported a position in BSJO in Q4 2021 and held it in 11 quarters. The position peaked at $293K in Q4 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • CoreCap Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CoreCap Advisors sold 11,738 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $267K.
  • CoreCap Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • CoreCap Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $293K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on CoreCap Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.