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	-119	Closed	-$2.69K	–	2496
2024 Q1	$2.69K	Sell	119 -353	-75%	-$8.02K	﹤0.01%	1017
2023 Q4	$10.6K	Buy	472 +236	+100%	+$5.32K	﹤0.01%	779
2023 Q3	$5.27K	Buy	236 +214	+973%	+$4.82K	﹤0.01%	629
2023 Q2	$886	Hold	22	–	–	﹤0.01%	841
2023 Q1	$4.88K	Hold	22	–	–	0.15%	155
2022 Q4	$897	Hold	22	–	–	﹤0.01%	690
2022 Q3	$4.49K	Hold	22	–	–	0.15%	134
2022 Q2	$4.52K	Sell	22 -2	-8%	-$46	0.14%	151
2022 Q1	$4.94K	Sell	24 -126	-84%	-$3.05K	0.14%	148
2021 Q4	$6.48K	Sell	150 -120	-44%	-$2.99K	0.15%	184
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 $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 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 119 shares — an estimated $2.69K sold.

Financial Gravity Asset Management first reported a position in BSJO in Q2 2021 and held it in 12 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 119 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $2.69K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 12 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.