MCC
BSJO

Money Concepts Capital’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Money Concepts Capital’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
-1,123
Closed -$24.8K – 3043
2022
Q4 		$24.8K Buy
1,123
+719
+178% +$15.9K ﹤0.01% 1565
2022
Q3 		$9K Hold
404
– – ﹤0.01% 1084
2022
Q2 		$9K Sell
404
-719
-64% -$16.4K ﹤0.01% 1059
2022
Q1 		$27K Buy
1,123
+719
+178% +$17.4K ﹤0.01% 1487
2021
Q4 		$10K Buy
+404
New +$10.1K ﹤0.01% 682
2021
Q1 		$10K Hold
404
– – ﹤0.01% 651
2020
Q4 		$10K Buy
+404
New +$9.93K ﹤0.01% 604

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 $374B AUM 17.66% 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

Money Concepts Capital's BSJO Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2023, closing a stake of 1,123 shares — an estimated $24.8K sold.

Money Concepts Capital first reported a position in BSJO in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 143 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,123 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $24.8K.
  • Money Concepts Capital first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $27K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.