HCWM
BSJO

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Harrison & Co Wealth Management's BSJO Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 2% in Q4 2022, buying an estimated $44.1K and bringing the position to 103,256 shares worth $2.28M. The position accounts for 2.21% of the portfolio, ranked #11.

Harrison & Co Wealth Management first reported a position in BSJO in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2022. 142 funds tracked by Wall St. Rank hold BSJO as of Q4 2022.

  • Harrison & Co Wealth Management held 103,256 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $2.28M as of Q4 2022.
  • Harrison & Co Wealth Management bought 1,996 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $44.1K.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 2.21% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #11 holding.
  • Harrison & Co Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.53M in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.