FIA
BSJO

Foundations Investment Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Foundations Investment Advisors’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
-26,747
Closed -$608K – 902
2024
Q3 		$608K Buy
26,747
+511
+2% +$11.6K 0.01% 474
2024
Q2 		$596K Buy
26,236
+1,002
+4% +$22.8K 0.01% 457
2024
Q1 		$574K Sell
25,234
-20,656
-45% -$469K 0.02% 441
2023
Q4 		$1.04M Buy
45,890
+25,121
+121% +$567K 0.03% 304
2023
Q3 		$467K Buy
20,769
+3,774
+22% +$85K 0.01% 401
2023
Q2 		$382K Buy
16,995
+429
+3% +$9.61K 0.01% 414
2023
Q1 		$372K Buy
+16,566
New +$371K 0.01% 367

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

Foundations Investment Advisors's BSJO Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 26,747 shares — an estimated $608K sold.

Foundations Investment Advisors first reported a position in BSJO in Q1 2023 and held it in 7 quarters. The position peaked at $1.04M in Q4 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 26,747 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $608K.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Foundations Investment Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.04M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.