IF
BSJO

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

Intrua Financial’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
-321,102
Closed -$7.3M – 404
2024
Q3 		$7.3M Sell
321,102
-20,014
-6% -$454K 1.08% 16
2024
Q2 		$7.75M Sell
341,116
-894
-0.3% -$20.3K 1.16% 14
2024
Q1 		$7.77M Sell
342,010
-58,110
-15% -$1.32M 1.12% 13
2023
Q4 		$9.09M Sell
400,120
-20,333
-5% -$459K 1.33% 11
2023
Q3 		$9.45M Sell
420,453
-14,951
-3% -$337K 1.6% 11
2023
Q2 		$9.79M Buy
435,404
+792
+0.2% +$17.7K 1.66% 11
2023
Q1 		$9.71M Buy
434,612
+107,490
+33% +$2.41M 2.02% 8
2022
Q4 		$7.35M Buy
327,122
+185,906
+132% +$4.11M 1.7% 10
2022
Q3 		$3.05M Buy
141,216
+128,087
+976% +$2.86M 0.81% 28
2022
Q2 		$286K Buy
+13,129
New +$300K 0.06% 294

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

Intrua Financial's BSJO Position: Q4 2024 in Review

Intrua Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 321,102 shares — an estimated $7.3M sold.

Intrua Financial first reported a position in BSJO in Q2 2022 and held it in 10 quarters. The position peaked at $9.79M in Q2 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Intrua Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Intrua Financial sold 321,102 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $7.3M.
  • Intrua Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Intrua Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $9.79M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.