MF
BSJO

Meridian Financial’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Meridian Financial’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
-12,094
Closed -$275K – 129
2024
Q3 		$275K Buy
12,094
+38
+0.3% +$863 0.18% 104
2024
Q2 		$274K Buy
12,056
+40
+0.3% +$910 0.2% 97
2024
Q1 		$273K Buy
12,016
+771
+7% +$17.5K 0.2% 97
2023
Q4 		$255K Buy
11,245
+394
+4% +$8.89K 0.2% 92
2023
Q3 		$244K Buy
10,851
+1,052
+11% +$23.7K 0.23% 83
2023
Q2 		$220K Sell
9,799
-45
-0.5% -$1.01K 0.2% 96
2023
Q1 		$221K Buy
9,844
+49
+0.5% +$1.1K 0.21% 92
2022
Q4 		$217K Sell
9,795
-1,213
-11% -$26.8K 0.23% 86
2022
Q3 		$238K Buy
+11,008
New +$246K 0.28% 72
2022
Q2 		– Sell
-9,050
Closed -$216K – 100
2022
Q1 		$216K Buy
+9,050
New +$219K 0.22% 88

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Meridian Financial's BSJO Position: Q4 2024 in Review

Meridian Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 12,094 shares — an estimated $275K sold.

Meridian Financial first reported a position in BSJO in Q1 2022 and held it in 10 quarters. The position peaked at $275K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Meridian Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Meridian Financial sold 12,094 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $275K.
  • Meridian Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
  • Meridian Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $275K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Meridian Financial's 13F filing for Q4 2024, filed 15 Jan 2025.