HI
BSJO

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

Harbour 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
-61,124
Closed -$1.39M – 3604
2024
Q3 		$1.39M Hold
61,124
– – 0.04% 372
2024
Q2 		$1.39M Sell
61,124
-871
-1% -$19.8K 0.05% 339
2024
Q1 		$1.41M Buy
61,995
+1,125
+2% +$25.5K 0.05% 333
2023
Q4 		$1.38M Buy
60,870
+500
+0.8% +$11.3K 0.06% 298
2023
Q3 		$1.36M Buy
60,370
+1,000
+2% +$22.5K 0.07% 274
2023
Q2 		$1.33M Buy
59,370
+3,400
+6% +$76.1K 0.07% 279
2023
Q1 		$1.26M Buy
55,970
+26,270
+88% +$588K 0.07% 270
2022
Q4 		$657K Buy
+29,700
New +$657K 0.04% 395
2021
Q4 		– Sell
-493
Closed -$12K – 3802
2021
Q3 		$12K Sell
493
-5
-1% -$126 ﹤0.01% 2587
2021
Q2 		$13K Buy
498
+2
+0.4% +$50 ﹤0.01% 2605
2021
Q1 		$12K Buy
+496
New +$12.4K ﹤0.01% 2521

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

Harbour Investments's BSJO Position: Q4 2024 in Review

Harbour Investments sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 61,124 shares — an estimated $1.39M sold.

Harbour Investments first reported a position in BSJO in Q1 2021 and held it in 11 quarters. The position peaked at $1.41M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Harbour Investments reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 61,124 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.39M.
  • Harbour Investments first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 11 quarters.
  • Harbour Investments's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.41M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

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