FFA
BSJO

Farther Finance Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Farther Finance Advisors’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
-23,788
Closed -$540K – 4182
2024
Q3 		$540K Sell
23,788
-16,172
-40% -$367K 0.02% 560
2024
Q2 		$907K Sell
39,960
-2,660
-6% -$60.5K 0.04% 325
2024
Q1 		$968K Sell
42,620
-20,303
-32% -$461K 0.06% 260
2023
Q4 		$1.43M Buy
62,923
+39,561
+169% +$892K 0.1% 183
2023
Q3 		$525K Buy
23,362
+9,174
+65% +$207K 0.08% 202
2023
Q2 		$319K Buy
14,188
+2,028
+17% +$45.4K 0.07% 232
2023
Q1 		$273K Buy
+12,160
New +$272K 0.08% 222

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

Farther Finance Advisors's BSJO Position: Q4 2024 in Review

Farther Finance Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 23,788 shares — an estimated $540K sold.

Farther Finance Advisors first reported a position in BSJO in Q1 2023 and held it in 7 quarters. The position peaked at $1.43M in Q4 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Farther Finance Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 23,788 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $540K.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Farther Finance Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.43M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.