KIG
BSJO

Kessler Investment Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Kessler Investment Group’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
2023
Q3 		– Sell
-32,917
Closed -$740K – 177
2023
Q2 		$740K Sell
32,917
-7,970
-19% -$178K 0.52% 38
2023
Q1 		$918K Sell
40,887
-2,776
-6% -$62.1K 0.62% 38
2022
Q4 		$966K Sell
43,663
-26,323
-38% -$582K 1.02% 27
2022
Q3 		$1.51M Sell
69,986
-3,344
-5% -$74.6K 1.25% 24
2022
Q2 		$1.6M Sell
73,330
-9,739
-12% -$222K 1.4% 22
2022
Q1 		$1.98M Sell
83,069
-4,815
-5% -$117K 1.15% 26
2021
Q4 		$2.19M Sell
87,884
-17,301
-16% -$431K 1.23% 24
2021
Q3 		$2.63M Buy
105,185
+578
+0.6% +$14.5K 1.87% 18
2021
Q2 		$2.63M Buy
104,607
+60,837
+139% +$1.53M 2.09% 16
2021
Q1 		$1.09M Sell
43,770
-7,540
-15% -$188K 1.44% 17
2020
Q4 		$1.28M Sell
51,310
-3,226
-6% -$79.3K 1.37% 22
2020
Q3 		$1.31M Sell
54,536
-248
-0.5% -$5.99K 1.47% 22
2020
Q2 		$1.28M Sell
54,784
-690
-1% -$15.9K 1.56% 24
2020
Q1 		$1.23M Sell
55,474
-769
-1% -$18.8K 1.61% 21
2019
Q4 		$1.43M Buy
+56,243
New +$1.42M 1.47% 23

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Kessler Investment Group's BSJO Position: Q3 2023 in Review

Kessler Investment Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2023, closing a stake of 32,917 shares — an estimated $740K sold.

Kessler Investment Group first reported a position in BSJO in Q4 2019 and held it in 15 quarters. The position peaked at $2.63M in Q3 2021. 155 funds tracked by Wall St. Rank hold BSJO as of Q3 2023.

  • Kessler Investment Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Kessler Investment Group sold 32,917 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $740K.
  • Kessler Investment Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
  • Kessler Investment Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.63M in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2023.

Based on Kessler Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.