Global Retirement Partners’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$99.7K Sell
3,883
-289
-7% -$7.53K ﹤0.01% 1270
2024
Q3
$110K Buy
+4,172
New +$108K ﹤0.01% 1196

Other funds holding BSJU

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

Global Retirement Partners reduced its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 6.9% in Q4 2024, selling an estimated $7.53K and leaving 3,883 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Global Retirement Partners first reported a position in BSJU in Q3 2024 and has held it in 2 quarters since. The position peaked at $110K in Q3 2024. 35 funds tracked by Wall St. Rank hold BSJU as of Q4 2024.

  • Global Retirement Partners held 3,883 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $99.7K as of Q4 2024.
  • Global Retirement Partners sold 289 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $7.53K.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1270 holding.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Global Retirement Partners's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $110K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q4 2024.

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