FFA
BSJO

Founders Financial Alliance’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-12,642
Closed -$275K – 558
2022
Q2 		$275K Buy
+12,642
New +$289K 0.14% 163

Other funds holding BSJO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Alliance's BSJO Position: Q3 2022 in Review

Founders Financial Alliance sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2022, closing a stake of 12,642 shares — an estimated $275K sold.

Founders Financial Alliance first reported a position in BSJO in Q2 2022 and held it in 1 quarter. The position peaked at $275K in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJO as of Q3 2022.

  • Founders Financial Alliance reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 12,642 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $275K.
  • Founders Financial Alliance first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $275K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.