Harrison & Co Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Harrison & Co Wealth Management’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
2022 Q4	$2.28M	Buy	103,256 +1,996	+2%	+$44.1K	2.21%	11
2022 Q3	$2.19M	Sell	101,260 -11,309	-10%	-$252K	2.32%	11
2022 Q2	$2.45M	Buy	112,569 +6,472	+6%	+$148K	2.33%	10
2022 Q1	$2.53M	Buy	106,097 +6,889	+7%	+$167K	2.21%	11
2021 Q4	$2.48M	Buy	+99,208	New	+$2.47M	2.09%	12

Other funds holding BSJO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return