Mascoma Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Mascoma Wealth 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 Q2	–	Sell	-180	Closed	-$4.09K	–	508
2024 Q1	$4.09K	Hold	180	–	–	﹤0.01%	397
2023 Q4	$4.09K	Hold	180	–	–	﹤0.01%	406
2023 Q3	$4.05K	Hold	180	–	–	﹤0.01%	416
2023 Q2	$4.07K	Hold	180	–	–	﹤0.01%	407
2023 Q1	$4.03K	Hold	180	–	–	﹤0.01%	498
2022 Q4	$3.98K	Hold	180	–	–	﹤0.01%	511
2022 Q3	$4K	Hold	180	–	–	﹤0.01%	514
2022 Q2	$4K	Sell	180 -282	-61%	-$6.44K	﹤0.01%	530
2022 Q1	$11K	Hold	462	–	–	﹤0.01%	430
2021 Q4	$12K	Hold	462	–	–	﹤0.01%	389
2021 Q3	$12K	Buy	+462	New	+$11.6K	﹤0.01%	333
2021 Q2	–	Sell	-462	Closed	-$12K	–	447
2021 Q1	$12K	Buy	+462	New	+$11.5K	0.01%	339

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mascoma Wealth Management's BSJO Position: Q2 2024 in Review

Mascoma Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 180 shares — an estimated $4.09K sold.

Mascoma Wealth Management first reported a position in BSJO in Q1 2021 and held it in 12 quarters. The position peaked at $12K in Q4 2021. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

Mascoma Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Mascoma Wealth Management sold 180 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $4.09K.
Mascoma Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
Mascoma Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $12K in Q4 2021.
158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Mascoma Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.