MWM
BSJO

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

MBE 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
2020
Q2 		– Sell
-59
Closed -$1K – 560
2020
Q1 		$1K Buy
+59
New +$1.44K ﹤0.01% 538

Other funds holding BSJO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MBE Wealth Management's BSJO Position: Q2 2020 in Review

MBE Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2020, closing a stake of 59 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in BSJO in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 61 funds tracked by Wall St. Rank hold BSJO as of Q2 2020.

  • MBE Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 59 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • MBE Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.