FAM
BSJO

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

Flaharty 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
-24,015
Closed -$546K – 453
2024
Q3 		$546K Hold
24,015
– – 0.08% 66
2024
Q2 		$546K Hold
24,015
– – 0.08% 65
2024
Q1 		$546K Hold
24,015
– – 0.08% 68
2023
Q4 		$546K Hold
24,015
– – 0.09% 68
2023
Q3 		$540K Hold
24,015
– – 0.09% 58
2023
Q2 		$540K Hold
24,015
– – 0.09% 60
2023
Q1 		$539K Hold
24,015
– – 0.1% 58
2022
Q4 		$531K Hold
24,015
– – 0.1% 65
2022
Q3 		$519K Hold
24,015
– – 0.11% 63
2022
Q2 		$523K Hold
24,015
– – 0.11% 63
2022
Q1 		$572K Hold
24,015
– – 0.11% 56
2021
Q4 		$600K Buy
24,015
+10,032
+72% +$250K 0.11% 61
2021
Q3 		$350K Buy
+13,983
New +$351K 0.07% 87

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

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

Flaharty Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 24,015 shares — an estimated $546K sold.

Flaharty Asset Management first reported a position in BSJO in Q3 2021 and held it in 13 quarters. The position peaked at $600K in Q4 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Flaharty Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Flaharty Asset Management sold 24,015 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $546K.
  • Flaharty Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
  • Flaharty Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $600K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Flaharty Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.