CFD
BSJO

Creative Financial Designs’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-5,733
Closed -$130K – 1739
2024
Q2 		$130K Hold
5,733
– – 0.01% 528
2024
Q1 		$130K Hold
5,733
– – 0.01% 513
2023
Q4 		$130K Hold
5,733
– – 0.01% 482
2023
Q3 		$129K Hold
5,733
– – 0.02% 449
2023
Q2 		$129K Hold
5,733
– – 0.02% 429
2023
Q1 		$129K Hold
5,733
– – 0.02% 418
2022
Q4 		$127K Buy
5,733
+3,904
+213% +$86.3K 0.02% 405
2022
Q3 		$40K Buy
1,829
+13
+0.7% +$290 0.01% 599
2022
Q2 		$40K Buy
+1,816
New +$41.5K 0.01% 590

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Creative Financial Designs's BSJO Position: Q3 2024 in Review

Creative Financial Designs sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2024, closing a stake of 5,733 shares — an estimated $130K sold.

Creative Financial Designs first reported a position in BSJO in Q2 2022 and held it in 9 quarters. The position peaked at $130K in Q1 2024. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

  • Creative Financial Designs reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 5,733 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $130K.
  • Creative Financial Designs first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 9 quarters.
  • Creative Financial Designs's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $130K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.