MAM
BSJO

Milestone Asset Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Milestone Asset 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
2024
Q4 		– Sell
-412,337
Closed -$9.37M – 246
2024
Q3 		$9.37M Sell
412,337
-69,235
-14% -$1.57M 2.1% 11
2024
Q2 		$10.9M Sell
481,572
-4,439
-0.9% -$101K 2.74% 6
2024
Q1 		$11M Buy
486,011
+459,877
+1,760% +$10.4M 3.16% 6
2023
Q4 		$594K Buy
+26,134
New +$589K 0.2% 29

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

Milestone Asset Management's BSJO Position: Q4 2024 in Review

Milestone Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 412,337 shares — an estimated $9.37M sold.

Milestone Asset Management first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $11M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Milestone Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Milestone Asset Management sold 412,337 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $9.37M.
  • Milestone Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Milestone Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $11M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Milestone Asset Management's 13F filing for Q4 2024, filed 23 Jan 2025.