LFG
BSJO

Larson Financial Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Larson Financial 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
2024
Q4 		– Sell
-14,533
Closed -$330K – 2944
2024
Q3 		$330K Buy
14,533
+4,638
+47% +$105K 0.02% 445
2024
Q2 		$225K Buy
9,895
+3,725
+60% +$84.7K 0.02% 430
2024
Q1 		$140K Buy
6,170
+620
+11% +$14.1K 0.01% 483
2023
Q4 		$126K Buy
+5,550
New +$125K 0.01% 443

Other funds holding BSJO

IA
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

Larson Financial Group's BSJO Position: Q4 2024 in Review

Larson Financial Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 14,533 shares — an estimated $330K sold.

Larson Financial Group first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $330K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Larson Financial Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 14,533 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $330K.
  • Larson Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Larson Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $330K 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 Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.