NWAG
BSJO

Net Worth Advisory Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Net Worth Advisory 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
2024
Q4 		– Sell
-13,083
Closed -$297K – 409
2024
Q3 		$297K Buy
+13,083
New +$297K 0.09% 278

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

Net Worth Advisory Group's BSJO Position: Q4 2024 in Review

Net Worth Advisory Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 13,083 shares — an estimated $297K sold.

Net Worth Advisory Group first reported a position in BSJO in Q3 2024 and held it in 1 quarter. The position peaked at $297K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Net Worth Advisory Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Net Worth Advisory Group sold 13,083 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $297K.
  • Net Worth Advisory Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Net Worth Advisory Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $297K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Net Worth Advisory Group's 13F filing for Q4 2024, filed 7 Feb 2025.