Nalls Sherbakoff Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Nalls Sherbakoff 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
2023 Q4	$181K	Buy	7,953 +7	+0.1%	+$158	0.16%	91
2023 Q3	$179K	Sell	7,946 -299	-4%	-$6.73K	0.17%	80
2023 Q2	$184K	Buy	8,245 +4	+0%	+$90	0.18%	80
2023 Q1	$184K	Buy	+8,241	New	+$184K	0.18%	85
2018 Q4	$29K	Buy	+1,253	New	+$30.4K	0.05%	191

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Nalls Sherbakoff Group's BSJO Position: Q4 2023 in Review

Nalls Sherbakoff Group increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 0.09% in Q4 2023, buying an estimated $158 and bringing the position to 7,953 shares worth $181K. The position accounts for 0.16% of the portfolio, ranked #91.

Nalls Sherbakoff Group first reported a position in BSJO in Q4 2018 and has held it in 5 quarters since. The position peaked at $184K in Q2 2023. 164 funds tracked by Wall St. Rank hold BSJO as of Q4 2023.

Nalls Sherbakoff Group held 7,953 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $181K as of Q4 2023.
Nalls Sherbakoff Group bought 7 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $158.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.16% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #91 holding.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2018 and has held it in 5 quarters since.
Nalls Sherbakoff Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $184K in Q2 2023.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.