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

Kestra Private Wealth 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	-15,083	Closed	-$343K	–	1507
2024 Q3	$343K	Sell	15,083 -2,037	-12%	-$46.2K	0.01%	1046
2024 Q2	$389K	Buy	17,120 +262	+2%	+$5.96K	0.01%	935
2024 Q1	$383K	Sell	16,858 -76	-0.4%	-$1.73K	0.01%	915
2023 Q4	$385K	Buy	16,934 +8,024	+90%	+$181K	0.01%	842
2023 Q3	$200K	Buy	+8,910	New	+$201K	0.01%	1033

Other funds holding BSJO

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

Kestra Private Wealth Services's BSJO Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 15,083 shares — an estimated $343K sold.

Kestra Private Wealth Services first reported a position in BSJO in Q3 2023 and held it in 5 quarters. The position peaked at $389K in Q2 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

Kestra Private Wealth Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 15,083 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $343K.
Kestra Private Wealth Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Kestra Private Wealth Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $389K 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 Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.