GRP
BSJO

Global Retirement Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Global Retirement Partners’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
-3,035
Closed -$69K – 3806
2024
Q3 		$69K Sell
3,035
-1,460
-32% -$33.1K ﹤0.01% 1400
2024
Q2 		$102K Buy
4,495
+22
+0.5% +$500 ﹤0.01% 1187
2024
Q1 		$102K Buy
4,473
+22
+0.5% +$500 ﹤0.01% 1079
2023
Q4 		$101K Sell
4,451
-1,252
-22% -$28.2K ﹤0.01% 1035
2023
Q3 		$128K Sell
5,703
-896
-14% -$20.2K 0.01% 840
2023
Q2 		$148K Sell
6,599
-2,859
-30% -$64K 0.01% 802
2023
Q1 		$211K Buy
9,458
+8,126
+610% +$182K 0.01% 653
2022
Q4 		$29.5K Buy
+1,332
New +$29.4K ﹤0.01% 1308
2021
Q3 		– Sell
-89
Closed -$2K – 2079
2021
Q2 		$2K Buy
+89
New +$2.23K ﹤0.01% 1763

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

Global Retirement Partners's BSJO Position: Q4 2024 in Review

Global Retirement Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 3,035 shares — an estimated $69K sold.

Global Retirement Partners first reported a position in BSJO in Q2 2021 and held it in 9 quarters. The position peaked at $211K in Q1 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 3,035 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $69K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 9 quarters.
  • Global Retirement Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $211K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.