FI
BSJO

FormulaFolio Investments’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-72,266
Closed -$1.8M – 835
2020
Q4 		$1.8M Buy
+72,266
New +$1.78M 0.04% 259

Other funds holding BSJO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FormulaFolio Investments's BSJO Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2021, closing a stake of 72,266 shares — an estimated $1.8M sold.

FormulaFolio Investments first reported a position in BSJO in Q4 2020 and held it in 1 quarter. The position peaked at $1.8M in Q4 2020. 82 funds tracked by Wall St. Rank hold BSJO as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 72,266 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $1.8M.
  • FormulaFolio Investments first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.8M in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.