OPAM
BSJO

Ocean Park Asset Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Ocean Park Asset Management’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
Q3 		– Sell
-209,800
Closed -$4.77M – 97
2024
Q2 		$4.77M Hold
209,800
– – 0.23% 49
2024
Q1 		$4.77M Hold
209,800
– – 0.22% 46
2023
Q4 		$4.77M Hold
209,800
– – 0.23% 49
2023
Q3 		$4.72M Buy
+209,800
New +$4.72M 0.21% 38

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Ocean Park Asset Management's BSJO Position: Q3 2024 in Review

Ocean Park Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2024, closing a stake of 209,800 shares — an estimated $4.77M sold.

Ocean Park Asset Management first reported a position in BSJO in Q3 2023 and held it in 4 quarters. The position peaked at $4.77M in Q1 2024. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

  • Ocean Park Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ocean Park Asset Management sold 209,800 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $4.77M.
  • Ocean Park Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Ocean Park Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $4.77M in Q1 2024.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on Ocean Park Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.