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

Financial Gravity 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 Q2	–	Sell	-28	Closed	-$625	–	1826
2024 Q1	$625	Sell	28 -208	-88%	-$4.72K	﹤0.01%	799
2023 Q4	$5.34K	Buy	+236	New	+$5.32K	﹤0.01%	579
2021 Q3	$25K	Sell	270 -8	-3%	-$201	0.01%	759
2021 Q2	$25K	Buy	+278	New	+$6.97K	0.01%	768

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Gravity Asset Management's BSJO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 28 shares — an estimated $625 sold.

Financial Gravity Asset Management first reported a position in BSJO in Q2 2021 and held it in 4 quarters. The position peaked at $25K in Q3 2021. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 28 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $625.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $25K in Q3 2021.
158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.