NFG
BSJO

Next Financial Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Next Financial 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
2021
Q4 		$899K Sell
35,971
-1,692
-4% -$42.2K 0.06% 339
2021
Q3 		$943K Buy
+37,663
New +$945K 0.07% 291

Other funds holding BSJO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's BSJO Position: Q4 2021 in Review

Next Financial Group reduced its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 4.5% in Q4 2021, selling an estimated $42.2K and leaving 35,971 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #339.

Next Financial Group first reported a position in BSJO in Q3 2021 and has held it in 2 quarters since. The position peaked at $943K in Q3 2021. 113 funds tracked by Wall St. Rank hold BSJO as of Q4 2021.

  • Next Financial Group held 35,971 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $899K as of Q4 2021.
  • Next Financial Group sold 1,692 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $42.2K.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #339 holding.
  • Next Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $943K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.