OPS
BSJO

Orion Portfolio Solutions’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-220
Closed -$5K – 2141
2020
Q2 		$5K Buy
+220
New +$5.08K ﹤0.01% 1504

Other funds holding BSJO

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's BSJO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2020, closing a stake of 220 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in BSJO in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 58 funds tracked by Wall St. Rank hold BSJO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 220 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $5K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.