FFS
BSJO

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

Founders Financial Securities’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
-27,133
Closed -$616K – 466
2024
Q3 		$616K Sell
27,133
-6,289
-19% -$143K 0.06% 237
2024
Q2 		$759K Buy
33,422
+6,261
+23% +$142K 0.07% 217
2024
Q1 		$617K Sell
27,161
-12,208
-31% -$277K 0.06% 233
2023
Q4 		$894K Sell
39,369
-1,145
-3% -$25.8K 0.1% 178
2023
Q3 		$911K Sell
40,514
-1,094
-3% -$24.6K 0.12% 150
2023
Q2 		$935K Sell
41,608
-4,371
-10% -$97.9K 0.12% 149
2023
Q1 		$1.03M Sell
45,979
-12,189
-21% -$273K 0.15% 136
2022
Q4 		$1.29M Buy
58,168
+7,386
+15% +$163K 0.2% 109
2022
Q3 		$1.1M Buy
50,782
+11,430
+29% +$255K 0.19% 108
2022
Q2 		$857K Sell
39,352
-2
-0% -$46 0.17% 112
2022
Q1 		$937K Sell
39,354
-5,502
-12% -$133K 0.17% 118
2021
Q4 		$1.12M Buy
44,856
+105
+0.2% +$2.62K 0.2% 97
2021
Q3 		$1.12M Buy
44,751
+2,107
+5% +$52.9K 0.23% 93
2021
Q2 		$1.07M Buy
42,644
+15,289
+56% +$383K 0.21% 102
2021
Q1 		$683K Buy
+27,355
New +$682K 0.16% 133

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Founders Financial Securities's BSJO Position: Q4 2024 in Review

Founders Financial Securities sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 27,133 shares — an estimated $616K sold.

Founders Financial Securities first reported a position in BSJO in Q1 2021 and held it in 15 quarters. The position peaked at $1.29M in Q4 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Founders Financial Securities reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 27,133 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $616K.
  • Founders Financial Securities first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • Founders Financial Securities's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.29M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.