LWL
BSJO

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

Leo Wealth LLC’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
-59,422
Closed -$1.35M – 385
2024
Q3 		$1.35M Buy
59,422
+3,935
+7% +$89.3K 0.12% 129
2024
Q2 		$1.26M Hold
55,487
– – 0.13% 124
2024
Q1 		$1.26M Hold
55,487
– – 0.13% 126
2023
Q4 		$1.26M Buy
+55,487
New +$1.25M 0.13% 120

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

Leo Wealth LLC's BSJO Position: Q4 2024 in Review

Leo Wealth LLC sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 59,422 shares — an estimated $1.35M sold.

Leo Wealth LLC first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $1.35M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Leo Wealth LLC reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 59,422 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.35M.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.35M 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 Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.