MSCM
BSJO

McElhenny Sheffield Capital Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-982
Closed -$21.7K – 645
2022
Q4 		$21.7K Buy
+982
New +$21.7K 0.01% 256

Other funds holding BSJO

Jane Street
Jane Street New York $777B AUM 61.18% 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 $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

McElhenny Sheffield Capital Management's BSJO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2023, closing a stake of 982 shares — an estimated $21.7K sold.

McElhenny Sheffield Capital Management first reported a position in BSJO in Q4 2022 and held it in 1 quarter. The position peaked at $21.7K in Q4 2022. 143 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 982 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $21.7K.
  • McElhenny Sheffield Capital Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $21.7K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.