LIM
BSJO

Leavell Investment Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Leavell Investment Management’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
-11,498
Closed -$261K – 554
2024
Q3 		$261K Sell
11,498
-7,279
-39% -$165K 0.01% 485
2024
Q2 		$427K Sell
18,777
-3,238
-15% -$73.7K 0.02% 381
2024
Q1 		$500K Hold
22,015
– – 0.03% 351
2023
Q4 		$500K Sell
22,015
-6,230
-22% -$141K 0.03% 329
2023
Q3 		$635K Buy
28,245
+88
+0.3% +$1.98K 0.04% 306
2023
Q2 		$633K Sell
28,157
-293
-1% -$6.56K 0.04% 301
2023
Q1 		$639K Hold
28,450
– – 0.05% 296
2022
Q4 		$629K Sell
28,450
-1,000
-3% -$22.1K 0.05% 296
2022
Q3 		$637K Sell
29,450
-4,885
-14% -$109K 0.05% 280
2022
Q2 		$748K Buy
34,335
+400
+1% +$9.13K 0.06% 262
2022
Q1 		$808K Buy
33,935
+5,500
+19% +$133K 0.06% 261
2021
Q4 		$710K Buy
+28,435
New +$709K 0.05% 283

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Leavell Investment Management's BSJO Position: Q4 2024 in Review

Leavell Investment Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 11,498 shares — an estimated $261K sold.

Leavell Investment Management first reported a position in BSJO in Q4 2021 and held it in 12 quarters. The position peaked at $808K in Q1 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Leavell Investment Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leavell Investment Management sold 11,498 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $261K.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Leavell Investment Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $808K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.