Koss-Olinger Consulting’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Koss-Olinger Consulting’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	-20,764	Closed	-$472K	–	299
2024 Q3	$472K	Buy	20,764 +621	+3%	+$14.1K	0.04%	170
2024 Q2	$458K	Buy	+20,143	New	+$458K	0.04%	154
2024 Q1	–	Sell	-19,707	Closed	-$448K	–	335
2023 Q4	$448K	Buy	19,707 +6,051	+44%	+$136K	0.04%	164
2023 Q3	$307K	Buy	13,656 +3,573	+35%	+$80.4K	0.05%	184
2023 Q2	$227K	Buy	+10,083	New	+$226K	0.03%	233

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

Koss-Olinger Consulting's BSJO Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 20,764 shares — an estimated $472K sold.

Koss-Olinger Consulting first reported a position in BSJO in Q2 2023 and held it in 5 quarters. The position peaked at $472K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 20,764 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $472K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $472K 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 Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.