Legacy Financial Group (Iowa)
BSJO

Legacy Financial Group (Iowa)’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-5,043
Closed -$113K – 541
2023
Q3 		$113K Buy
+5,043
New +$114K 0.03% 122
2021
Q2 		– Sell
-20,401
Closed -$510K – 71
2021
Q1 		$510K Sell
20,401
-1,367
-6% -$34.1K 0.18% 47
2020
Q4 		$542K Buy
+21,768
New +$535K 0.21% 49

Other funds holding BSJO

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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSJO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2023, closing a stake of 5,043 shares — an estimated $113K sold.

Legacy Financial Group (Iowa) first reported a position in BSJO in Q4 2020 and held it in 3 quarters. The position peaked at $542K in Q4 2020. 164 funds tracked by Wall St. Rank hold BSJO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 5,043 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $113K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $542K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.