EW
BSJO

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

Evexia Wealth’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
-139,780
Closed -$3.17M – 79
2024
Q3 		$3.17M Buy
139,780
+20,239
+17% +$459K 1.13% 30
2024
Q2 		$2.7M Buy
119,541
+61,290
+105% +$1.39M 1.02% 31
2024
Q1 		$1.33M Buy
58,251
+5,474
+10% +$124K 0.55% 36
2023
Q4 		$1.2M Buy
52,777
+29,114
+123% +$657K 0.51% 38
2023
Q3 		$529K Buy
23,663
+1,902
+9% +$42.8K 0.27% 40
2023
Q2 		$488K Buy
+21,761
New +$487K 0.23% 39

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Evexia Wealth's BSJO Position: Q4 2024 in Review

Evexia Wealth sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 139,780 shares — an estimated $3.17M sold.

Evexia Wealth first reported a position in BSJO in Q2 2023 and held it in 6 quarters. The position peaked at $3.17M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Evexia Wealth reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Evexia Wealth sold 139,780 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.17M.
  • Evexia Wealth first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Evexia Wealth's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $3.17M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Evexia Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.