MA
BSJO

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

Mutual 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
-22,952
Closed -$519K – 1145
2024
Q3 		$519K Sell
22,952
-3,615
-14% -$82.1K 0.02% 685
2024
Q2 		$601K Buy
+26,567
New +$604K 0.02% 636

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

Mutual Advisors's BSJO Position: Q4 2024 in Review

Mutual Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 22,952 shares — an estimated $519K sold.

Mutual Advisors first reported a position in BSJO in Q2 2024 and held it in 2 quarters. The position peaked at $601K in Q2 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Mutual Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mutual Advisors sold 22,952 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $519K.
  • Mutual Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Mutual Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $601K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.