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Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,070
Closed -$45K – 622
2024
Q3 		$45K Buy
2,070
+36
+2% +$787 0.01% 497
2024
Q2 		$43K Buy
+2,034
New +$43.7K 0.01% 506

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EH
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Mercer Global Advisors
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SIC
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Wells Fargo
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SPIA
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Householder Group Estate & Retirement Specialist's BSJS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q4 2024, closing a stake of 2,070 shares — an estimated $45K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSJS in Q2 2024 and held it in 2 quarters. The position peaked at $45K in Q3 2024. 102 funds tracked by Wall St. Rank hold BSJS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,070 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $45K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $45K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2028 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.