CFS
BSJO

CRA Financial Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

CRA Financial 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
-25,164
Closed -$572K – 283
2024
Q3 		$572K Buy
25,164
+13,480
+115% +$306K 0.1% 131
2024
Q2 		$265K Buy
+11,684
New +$266K 0.05% 201

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

CRA Financial Services's BSJO Position: Q4 2024 in Review

CRA Financial Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 25,164 shares — an estimated $572K sold.

CRA Financial Services first reported a position in BSJO in Q2 2024 and held it in 2 quarters. The position peaked at $572K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • CRA Financial Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CRA Financial Services sold 25,164 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $572K.
  • CRA Financial Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • CRA Financial Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $572K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on CRA Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.