EAM
BSJO

Evanson Asset Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Evanson Asset 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
2024
Q4 		– Sell
-10,060
Closed -$229K – 318
2024
Q3 		$229K Sell
10,060
-1,540
-13% -$35K 0.02% 283
2024
Q2 		$264K Hold
11,600
– – 0.02% 256
2024
Q1 		$264K Hold
11,600
– – 0.02% 259
2023
Q4 		$263K Hold
11,600
– – 0.02% 245
2023
Q3 		$261K Hold
11,600
– – 0.02% 236
2023
Q2 		$261K Hold
11,600
– – 0.02% 240
2023
Q1 		$260K Hold
11,600
– – 0.03% 225
2022
Q4 		$257K Hold
11,600
– – 0.03% 222
2022
Q3 		$251K Hold
11,600
– – 0.03% 224
2022
Q2 		$253K Hold
11,600
– – 0.03% 224
2022
Q1 		$276K Hold
11,600
– – 0.03% 234
2021
Q4 		$290K Hold
11,600
– – 0.03% 233
2021
Q3 		$292K Hold
11,600
– – 0.03% 232
2021
Q2 		$292K Hold
11,600
– – 0.03% 225
2021
Q1 		$290K Buy
+11,600
New +$289K 0.04% 223

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

Evanson Asset Management's BSJO Position: Q4 2024 in Review

Evanson Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 10,060 shares — an estimated $229K sold.

Evanson Asset Management first reported a position in BSJO in Q1 2021 and held it in 15 quarters. The position peaked at $292K in Q3 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Evanson Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Evanson Asset Management sold 10,060 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $229K.
  • Evanson Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • Evanson Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $292K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Evanson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.