CCC
BSJO

Crescent Capital Consulting’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$11.4M Buy
+454,682
New +$11.3M 1.87% 12

Other funds holding BSJO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return

Crescent Capital Consulting's BSJO Position: Q4 2021 in Review

Crescent Capital Consulting opened a new position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2021: 454,682 shares worth $11.4M. The stake represents 1.87% of the portfolio and ranks #12 among its holdings.

113 funds tracked by Wall St. Rank hold BSJO as of Q4 2021.

  • Crescent Capital Consulting held 454,682 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $11.4M as of Q4 2021.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF was a new Crescent Capital Consulting position in Q4 2021.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 1.87% of Crescent Capital Consulting's portfolio in Q4 2021, its #12 holding.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.