Mercer Global Advisors
BSJO

Mercer Global Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Mercer Global Advisors’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
-29,998
Closed -$682K – 2319
2024
Q3 		$682K Sell
29,998
-2,996
-9% -$68K ﹤0.01% 1184
2024
Q2 		$750K Sell
32,994
-2,342
-7% -$53.3K ﹤0.01% 1109
2024
Q1 		$803K Sell
35,336
-171,890
-83% -$3.9M ﹤0.01% 1056
2023
Q4 		$4.71M Sell
207,226
-40,103
-16% -$904K 0.01% 488
2023
Q3 		$5.56M Buy
247,329
+27,360
+12% +$616K 0.02% 403
2023
Q2 		$4.95M Buy
219,969
+130,964
+147% +$2.93M 0.02% 457
2023
Q1 		$2M Buy
89,005
+12,083
+16% +$270K 0.01% 682
2022
Q4 		$1.7M Buy
76,922
+22,632
+42% +$500K 0.01% 718
2022
Q3 		$1.17M Buy
54,290
+35,947
+196% +$802K 0.01% 784
2022
Q2 		$400K Buy
18,343
+3,881
+27% +$88.6K ﹤0.01% 1266
2022
Q1 		$344K Buy
+14,462
New +$350K ﹤0.01% 1445

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

Mercer Global Advisors's BSJO Position: Q4 2024 in Review

Mercer Global Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 29,998 shares — an estimated $682K sold.

Mercer Global Advisors first reported a position in BSJO in Q1 2022 and held it in 11 quarters. The position peaked at $5.56M in Q3 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Mercer Global Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 29,998 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $682K.
  • Mercer Global Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Mercer Global Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $5.56M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.