GFG
BSJO

Goldstone Financial Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Goldstone Financial Group’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
-9,370
Closed -$213K – 190
2024
Q1 		$213K Sell
9,370
-1,598
-15% -$36.3K 0.05% 157
2023
Q4 		$249K Sell
10,968
-2,309
-17% -$52.1K 0.06% 140
2023
Q3 		$299K Sell
13,277
-139
-1% -$3.13K 0.09% 115
2023
Q2 		$302K Sell
13,416
-8,501
-39% -$190K 0.09% 119
2023
Q1 		$492K Buy
+21,917
New +$491K 0.16% 85

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldstone Financial Group's BSJO Position: Q2 2024 in Review

Goldstone Financial Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 9,370 shares — an estimated $213K sold.

Goldstone Financial Group first reported a position in BSJO in Q1 2023 and held it in 5 quarters. The position peaked at $492K in Q1 2023. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

  • Goldstone Financial Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 9,370 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $213K.
  • Goldstone Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
  • Goldstone Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $492K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Goldstone Financial Group's 13F filing for Q2 2024, filed 15 Jan 2025.