MFG
BSJO

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

Merit Financial Group’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
2022
Q3 		– Sell
-226,772
Closed -$4.94M – 651
2022
Q2 		$4.94M Buy
+226,772
New +$5.18M 0.15% 91

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Merit Financial Group's BSJO Position: Q3 2022 in Review

Merit Financial Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2022, closing a stake of 226,772 shares — an estimated $4.94M sold.

Merit Financial Group first reported a position in BSJO in Q2 2022 and held it in 1 quarter. The position peaked at $4.94M in Q2 2022. 133 funds tracked by Wall St. Rank hold BSJO as of Q3 2022.

  • Merit Financial Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Merit Financial Group sold 226,772 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $4.94M.
  • Merit Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Merit Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $4.94M in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2022.

Based on Merit Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.