OIA
BSJO

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

OneDigital Investment 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
-119,196
Closed -$2.71M – 1538
2024
Q3 		$2.71M Buy
119,196
+2,410
+2% +$54.7K 0.03% 368
2024
Q2 		$2.65M Buy
116,786
+52,995
+83% +$1.21M 0.03% 357
2024
Q1 		$1.45M Buy
63,791
+44,479
+230% +$1.01M 0.02% 407
2023
Q4 		$439K Buy
19,312
+8,175
+73% +$184K 0.01% 767
2023
Q3 		$250K Buy
11,137
+1,826
+20% +$41.1K 0.01% 860
2023
Q2 		$209K Buy
+9,311
New +$208K ﹤0.01% 948

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

OneDigital Investment Advisors's BSJO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 119,196 shares — an estimated $2.71M sold.

OneDigital Investment Advisors first reported a position in BSJO in Q2 2023 and held it in 6 quarters. The position peaked at $2.71M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 119,196 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.71M.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.71M 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 OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.