Freedom Investment Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Freedom Investment Management’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 Q2	–	Sell	-10,337	Closed	-$235K	–	882
2024 Q1	$235K	Sell	10,337 -1,138	-10%	-$25.8K	0.02%	688
2023 Q4	$261K	Sell	11,475 -721	-6%	-$16.3K	0.02%	637
2023 Q3	$274K	Buy	+12,196	New	+$275K	0.03%	537
2022 Q1	–	Sell	-41,393	Closed	-$1.03M	–	974
2021 Q4	$1.03M	Sell	41,393 -19	-0%	-$474	0.08%	336
2021 Q3	$1.04M	Buy	41,412 +1,614	+4%	+$40.5K	0.08%	312
2021 Q2	$1M	Buy	39,798 +6,002	+18%	+$150K	0.07%	328
2021 Q1	$844K	Buy	+33,796	New	+$842K	0.07%	351

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Freedom Investment Management's BSJO Position: Q2 2024 in Review

Freedom Investment Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 10,337 shares — an estimated $235K sold.

Freedom Investment Management first reported a position in BSJO in Q1 2021 and held it in 7 quarters. The position peaked at $1.04M in Q3 2021. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

Freedom Investment Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Freedom Investment Management sold 10,337 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $235K.
Freedom Investment Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Freedom Investment Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.04M in Q3 2021.
158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.