DWM
BSJO

Denver Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Denver Wealth Management’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
Q2 		– Sell
-28,547
Closed -$641K – 81
2023
Q1 		$641K Buy
28,547
+4,948
+21% +$111K 0.45% 40
2022
Q4 		$522K Buy
23,599
+8,247
+54% +$182K 0.39% 44
2022
Q3 		$332K Buy
+15,352
New +$343K 0.31% 40

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Denver Wealth Management's BSJO Position: Q2 2023 in Review

Denver Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2023, closing a stake of 28,547 shares — an estimated $641K sold.

Denver Wealth Management first reported a position in BSJO in Q3 2022 and held it in 3 quarters. The position peaked at $641K in Q1 2023. 146 funds tracked by Wall St. Rank hold BSJO as of Q2 2023.

  • Denver Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Denver Wealth Management sold 28,547 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $641K.
  • Denver Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Denver Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $641K in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2023.

Based on Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.