KAS
BSJO

Kestra Advisory Services’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Kestra Advisory Services’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
-120,918
Closed -$2.75M – 2853
2024
Q3 		$2.75M Sell
120,918
-15,899
-12% -$361K 0.02% 806
2024
Q2 		$3.11M Buy
136,817
+89,991
+192% +$2.05M 0.02% 763
2024
Q1 		$1.06M Buy
46,826
+15,553
+50% +$353K 0.01% 1197
2023
Q4 		$710K Buy
31,273
+228
+0.7% +$5.14K 0.01% 1314
2023
Q3 		$698K Buy
31,045
+239
+0.8% +$5.38K 0.01% 1182
2023
Q2 		$693K Sell
30,806
-8,401
-21% -$188K 0.01% 1156
2023
Q1 		$880K Buy
39,207
+806
+2% +$18K 0.01% 1002
2022
Q4 		$849K Buy
38,401
+17,868
+87% +$395K 0.01% 1136
2022
Q3 		$444K Buy
20,533
+10,220
+99% +$228K ﹤0.01% 1387
2022
Q2 		$225K Buy
10,313
+58
+0.6% +$1.32K ﹤0.01% 1834
2022
Q1 		$244K Buy
10,255
+496
+5% +$12K ﹤0.01% 1715
2021
Q4 		$244K Sell
9,759
-25,806
-73% -$643K ﹤0.01% 1752
2021
Q3 		$891K Buy
35,565
+22,432
+171% +$563K 0.01% 1076
2021
Q2 		$331K Sell
13,133
-4,565
-26% -$114K ﹤0.01% 1511
2021
Q1 		$442K Sell
17,698
-26,777
-60% -$667K 0.01% 1254
2020
Q4 		$1.11M Sell
44,475
-13,274
-23% -$326K 0.01% 827
2020
Q3 		$1.39M Buy
+57,749
New +$1.39M 0.03% 530

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Kestra Advisory Services's BSJO Position: Q4 2024 in Review

Kestra Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 120,918 shares — an estimated $2.75M sold.

Kestra Advisory Services first reported a position in BSJO in Q3 2020 and held it in 17 quarters. The position peaked at $3.11M in Q2 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Kestra Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 120,918 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.75M.
  • Kestra Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • Kestra Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $3.11M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.