DAS
BSJO

Diversify Advisory Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Diversify Advisory 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
-31,960
Closed -$723K – 698
2024
Q3 		$723K Sell
31,960
-8,915
-22% -$202K 0.04% 307
2024
Q2 		$929K Buy
+40,875
New +$930K 0.05% 257

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

Diversify Advisory Services's BSJO Position: Q4 2024 in Review

Diversify Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 31,960 shares — an estimated $723K sold.

Diversify Advisory Services first reported a position in BSJO in Q2 2024 and held it in 2 quarters. The position peaked at $929K in Q2 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Diversify Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 31,960 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $723K.
  • Diversify Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $929K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.