Jones Financial Companies
BSJO

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

Jones Financial Companies’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
-17,920
Closed -$407K – 3531
2024
Q3 		$407K Buy
17,920
+12,276
+218% +$279K ﹤0.01% 894
2024
Q2 		$128K Buy
+5,644
New +$128K ﹤0.01% 964

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

Jones Financial Companies's BSJO Position: Q4 2024 in Review

Jones Financial Companies sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 17,920 shares — an estimated $407K sold.

Jones Financial Companies first reported a position in BSJO in Q2 2024 and held it in 2 quarters. The position peaked at $407K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Jones Financial Companies reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 17,920 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $407K.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $407K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.