GJIA
BSJO

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

Glass Jacobson 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
-78,617
Closed -$1.79M – 872
2024
Q3 		$1.79M Sell
78,617
-5,505
-7% -$125K 0.59% 55
2024
Q2 		$1.91M Sell
84,122
-2,185
-3% -$49.7K 0.7% 43
2024
Q1 		$1.96M Sell
86,307
-307
-0.4% -$6.97K 0.74% 41
2023
Q4 		$1.97M Buy
86,614
+1,325
+2% +$29.9K 0.8% 29
2023
Q3 		$1.92M Sell
85,289
-8,126
-9% -$183K 0.88% 25
2023
Q2 		$2.1M Buy
+93,415
New +$2.09M 0.96% 23
2022
Q4 		$2.15M Buy
+97,294
New +$2.15M 1.07% 20

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Glass Jacobson Investment Advisors's BSJO Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 78,617 shares — an estimated $1.79M sold.

Glass Jacobson Investment Advisors first reported a position in BSJO in Q4 2022 and held it in 7 quarters. The position peaked at $2.15M in Q4 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 78,617 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.79M.
  • Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Glass Jacobson Investment Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.15M 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 Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.