HIP
BSJO

HUB Investment Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

HUB Investment Partners’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
-13,066
Closed -$297K – 659
2024
Q3 		$297K Sell
13,066
-374
-3% -$8.49K 0.01% 383
2024
Q2 		$305K Sell
13,440
-11,234
-46% -$256K 0.01% 364
2024
Q1 		$561K Sell
24,674
-11,334
-31% -$257K 0.03% 263
2023
Q4 		$818K Sell
36,008
-18,712
-34% -$422K 0.06% 178
2023
Q3 		$1.23M Sell
54,720
-2,877
-5% -$64.8K 0.19% 85
2023
Q2 		$1.29M Buy
57,597
+344
+0.6% +$7.7K 0.21% 82
2023
Q1 		$1.29M Buy
57,253
+31,663
+124% +$709K 0.27% 73
2022
Q4 		$566K Sell
25,590
-886
-3% -$19.6K 0.12% 80
2022
Q3 		$572K Sell
26,476
-7,319
-22% -$163K 0.17% 96
2022
Q2 		$736K Sell
33,795
-9,154
-21% -$209K 0.23% 86
2022
Q1 		$1.02M Sell
42,949
-10,235
-19% -$248K 0.24% 83
2021
Q4 		$1.33M Sell
53,184
-6,244
-11% -$156K 0.31% 77
2021
Q3 		$1.49M Sell
59,428
-34,854
-37% -$875K 0.35% 82
2021
Q2 		$2.37M Sell
94,282
-3,855
-4% -$96.6K 0.63% 41
2021
Q1 		$2.45M Buy
98,137
+87,879
+857% +$2.19M 0.72% 35
2020
Q4 		$247K Buy
+10,258
New +$252K 0.11% 130

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

HUB Investment Partners's BSJO Position: Q4 2024 in Review

HUB Investment Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 13,066 shares — an estimated $297K sold.

HUB Investment Partners first reported a position in BSJO in Q4 2020 and held it in 16 quarters. The position peaked at $2.45M in Q1 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • HUB Investment Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HUB Investment Partners sold 13,066 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $297K.
  • HUB Investment Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • HUB Investment Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.45M in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.