HWM
BSJO

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

Horizons 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
2024
Q4 		– Sell
-99,114
Closed -$2.25M – 175
2024
Q3 		$2.25M Sell
99,114
-901
-0.9% -$20.5K 1.73% 18
2024
Q2 		$2.27M Sell
100,015
-31,391
-24% -$714K 1.8% 18
2024
Q1 		$2.98M Hold
131,406
– – 1.96% 17
2023
Q4 		$2.98M Buy
131,406
+6,781
+5% +$153K 1.96% 17
2023
Q3 		$2.8M Buy
124,625
+55,494
+80% +$1.25M 2.04% 16
2023
Q2 		$1.55M Buy
69,131
+1,730
+3% +$38.7K 1.1% 19
2023
Q1 		$1.51M Buy
67,401
+15,543
+30% +$348K 1.11% 21
2022
Q4 		$1.15M Buy
51,858
+34,436
+198% +$761K 0.92% 22
2022
Q3 		$377K Buy
17,422
+675
+4% +$15.1K 0.35% 32
2022
Q2 		$381K Buy
+16,747
New +$382K 0.31% 38

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Horizons Wealth Management's BSJO Position: Q4 2024 in Review

Horizons Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 99,114 shares — an estimated $2.25M sold.

Horizons Wealth Management first reported a position in BSJO in Q2 2022 and held it in 10 quarters. The position peaked at $2.98M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Horizons Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 99,114 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.25M.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Horizons Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.98M 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 Horizons Wealth Management's 13F filing for Q4 2024, filed 7 Jan 2025.