FAG
BSJO

Fortitude Advisory Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-8,415
Closed -$200K – 1375
2022
Q1 		$200K Hold
8,415
– – 0.11% 199
2021
Q4 		$210K Buy
+8,415
New +$210K 0.11% 189

Other funds holding BSJO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fortitude Advisory Group's BSJO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2022, closing a stake of 8,415 shares — an estimated $200K sold.

Fortitude Advisory Group first reported a position in BSJO in Q4 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2021. 129 funds tracked by Wall St. Rank hold BSJO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 8,415 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $200K.
  • Fortitude Advisory Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $210K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.