GLOBALT Investments’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

GLOBALT Investments’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	-33,224	Closed	-$755K	–	211
2024 Q3	$755K	Sell	33,224 -867	-3%	-$19.7K	0.03%	158
2024 Q2	$775K	Sell	34,091 -3,873	-10%	-$88.1K	0.03%	159
2024 Q1	$863K	Sell	37,964 -2,061	-5%	-$46.8K	0.03%	156
2023 Q4	$909K	Buy	+40,025	New	+$903K	0.04%	150

Other funds holding BSJO

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

GLOBALT Investments's BSJO Position: Q4 2024 in Review

GLOBALT Investments sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 33,224 shares — an estimated $755K sold.

GLOBALT Investments first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $909K in Q4 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

GLOBALT Investments reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
GLOBALT Investments sold 33,224 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $755K.
GLOBALT Investments first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
GLOBALT Investments's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $909K in Q4 2023.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on GLOBALT Investments's 13F filing for Q4 2024, filed 10 Feb 2025.