MTWM
BSJO

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

Masso Torrence 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
Q4 		– Sell
-43,902
Closed -$997K – 104
2024
Q3 		$997K Sell
43,902
-40,197
-48% -$913K 0.54% 35
2024
Q2 		$1.91M Sell
84,099
-4,741
-5% -$108K 1.06% 21
2024
Q1 		$2.02M Buy
88,840
+469
+0.5% +$10.7K 1.2% 21
2023
Q4 		$2.01M Sell
88,371
-2,833
-3% -$63.9K 1.37% 20
2023
Q3 		$2.05M Sell
91,204
-8,678
-9% -$195K 1.58% 21
2023
Q2 		$2.25M Sell
99,882
-2,105
-2% -$47.1K 1.62% 21
2023
Q1 		$2.29M Buy
101,987
+874
+0.9% +$19.6K 1.81% 19
2022
Q4 		$2.24M Buy
101,113
+2,661
+3% +$58.8K 1.78% 19
2022
Q3 		$2.13M Buy
98,452
+6,262
+7% +$140K 1.88% 20
2022
Q2 		$2.01M Buy
+92,190
New +$2.11M 1.77% 22

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Masso Torrence Wealth Management's BSJO Position: Q4 2024 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 43,902 shares — an estimated $997K sold.

Masso Torrence Wealth Management first reported a position in BSJO in Q2 2022 and held it in 10 quarters. The position peaked at $2.29M in Q1 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 43,902 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $997K.
  • Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Masso Torrence Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.29M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.