EI
BSJO

Ellevest Inc’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Ellevest Inc’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
2020
Q2 		– Sell
-1,347
Closed -$30K – 1373
2020
Q1 		$30K Buy
1,347
+5
+0.4% +$122 0.01% 348
2019
Q4 		$34K Hold
1,342
– – 0.01% 288
2019
Q3 		$34K Hold
1,342
– – 0.01% 145
2019
Q2 		$34K Hold
1,342
– – 0.01% 155
2019
Q1 		$33K Hold
1,342
– – 0.02% 113
2018
Q4 		$31K Buy
+1,342
New +$32.5K 0.02% 224

Other funds holding BSJO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ellevest Inc's BSJO Position: Q2 2020 in Review

Ellevest Inc sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2020, closing a stake of 1,347 shares — an estimated $30K sold.

Ellevest Inc first reported a position in BSJO in Q4 2018 and held it in 6 quarters. The position peaked at $34K in Q4 2019. 61 funds tracked by Wall St. Rank hold BSJO as of Q2 2020.

  • Ellevest Inc reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 1,347 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $30K.
  • Ellevest Inc first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
  • Ellevest Inc's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $34K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.