HighTower Advisors
BSJO

HighTower Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

HighTower Advisors’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
2023
Q1 		– Sell
-82,699
Closed -$1.82M – 3709
2022
Q4 		$1.82M Buy
82,699
+2,413
+3% +$53.3K ﹤0.01% 1340
2022
Q3 		$1.74M Sell
80,286
-1,484
-2% -$33.1K ﹤0.01% 1318
2022
Q2 		$1.78M Sell
81,770
-3,009
-4% -$68.7K ﹤0.01% 1326
2022
Q1 		$2.02M Buy
84,779
+6,102
+8% +$148K ﹤0.01% 1368
2021
Q4 		$1.96M Buy
78,677
+4,812
+7% +$120K ﹤0.01% 1374
2021
Q3 		$1.85M Buy
73,865
+2,516
+4% +$63.2K ﹤0.01% 1296
2021
Q2 		$1.8M Buy
71,349
+15,407
+28% +$386K 0.01% 1283
2021
Q1 		$1.4M Sell
55,942
-195,931
-78% -$4.88M ﹤0.01% 1364
2020
Q4 		$6.27M Buy
251,873
+29,112
+13% +$715K 0.03% 515
2020
Q3 		$5.37M Buy
222,761
+22,208
+11% +$536K 0.03% 529
2020
Q2 		$4.71M Buy
200,553
+11,673
+6% +$269K 0.03% 527
2020
Q1 		$4.19M Buy
+188,880
New +$4.62M 0.03% 502

Other funds holding BSJO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HighTower Advisors's BSJO Position: Q1 2023 in Review

HighTower Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2023, closing a stake of 82,699 shares — an estimated $1.82M sold.

HighTower Advisors first reported a position in BSJO in Q1 2020 and held it in 12 quarters. The position peaked at $6.27M in Q4 2020. 143 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

  • HighTower Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 82,699 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $1.82M.
  • HighTower Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2020 and held it in 12 quarters.
  • HighTower Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $6.27M in Q4 2020.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.