HGERS
BSJO

Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Householder Group Estate & Retirement Specialist’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
-395
Closed -$8K – 1285
2024
Q3 		$8K Sell
395
-202
-34% -$4.59K ﹤0.01% 866
2024
Q2 		$13K Sell
597
-588
-50% -$13.4K ﹤0.01% 774
2024
Q1 		$27K Buy
1,185
+873
+280% +$19.8K 0.01% 600
2023
Q4 		$7K Buy
+312
New +$7.04K ﹤0.01% 849

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSJO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 395 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $27K in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 395 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $8K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $27K 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.