LB
BSJO

Leo Brokerage’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Leo Brokerage’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
Q2 		$1.25M Hold
55,487
– – 0.14% 109
2023
Q1 		$1.25M Buy
+55,487
New +$1.24M 0.19% 106

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leo Brokerage's BSJO Position: Q2 2023 in Review

Leo Brokerage held its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) position steady in Q2 2023 at 55,487 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #109.

Leo Brokerage first reported a position in BSJO in Q1 2023 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold BSJO as of Q2 2023.

  • Leo Brokerage held 55,487 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $1.25M as of Q2 2023.
  • Leo Brokerage left its Invesco BulletShares 2024 High Yield Corporate Bond ETF share count unchanged in Q2 2023.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.14% of Leo Brokerage's portfolio in Q2 2023, its #109 holding.
  • Leo Brokerage first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.