HFS
BSJO

Horizon Financial Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Horizon Financial Services’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
-11,074
Closed -$252K – 275
2024
Q3 		$252K Buy
11,074
+4,928
+80% +$112K 0.15% 51
2024
Q2 		$140K Buy
6,146
+3,838
+166% +$87.3K 0.09% 61
2024
Q1 		$52.5K Buy
+2,308
New +$52.4K 0.03% 84

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

Horizon Financial Services's BSJO Position: Q4 2024 in Review

Horizon Financial Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 11,074 shares — an estimated $252K sold.

Horizon Financial Services first reported a position in BSJO in Q1 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Horizon Financial Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Horizon Financial Services sold 11,074 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $252K.
  • Horizon Financial Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Horizon Financial Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $252K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Horizon Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.