PWSG
BSJO

Pacific Wealth Strategies Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Pacific Wealth Strategies 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
-83,734
Closed -$1.9M – 56
2024
Q3 		$1.9M Buy
83,734
+15,006
+22% +$341K 1.41% 16
2024
Q2 		$1.56M Buy
68,728
+2,635
+4% +$59.9K 1.29% 19
2024
Q1 		$1.5M Buy
66,093
+3,068
+5% +$69.7K 1.25% 20
2023
Q4 		$1.43M Buy
63,025
+258
+0.4% +$5.82K 1.37% 19
2023
Q3 		$1.41M Buy
62,767
+29,343
+88% +$661K 1.49% 20
2023
Q2 		$751K Buy
33,424
+3,818
+13% +$85.5K 0.77% 31
2023
Q1 		$665K Buy
+29,606
New +$663K 0.76% 32
2022
Q1 		– Sell
-167,672
Closed -$4.19M – 88
2021
Q4 		$4.19M Buy
167,672
+3,331
+2% +$83K 1.46% 24
2021
Q3 		$4.12M Buy
164,341
+32,701
+25% +$821K 1.52% 24
2021
Q2 		$3.31M Sell
131,640
-5,766
-4% -$145K 1.27% 30
2021
Q1 		$3.43M Buy
137,406
+5,400
+4% +$135K 1.44% 22
2020
Q4 		$3.29M Buy
132,006
+9,331
+8% +$229K 1.42% 26
2020
Q3 		$2.96M Buy
122,675
+17,099
+16% +$413K 1.55% 24
2020
Q2 		$2.48M Sell
105,576
-603
-0.6% -$13.9K 1.38% 25
2020
Q1 		$2.36M Buy
106,179
+22,458
+27% +$549K 1.61% 20
2019
Q4 		$2.13M Buy
83,721
+66,740
+393% +$1.68M 1.18% 30
2019
Q3 		$428K Buy
+16,981
New +$429K 0.26% 73

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

Pacific Wealth Strategies Group's BSJO Position: Q4 2024 in Review

Pacific Wealth Strategies Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 83,734 shares — an estimated $1.9M sold.

Pacific Wealth Strategies Group first reported a position in BSJO in Q3 2019 and held it in 17 quarters. The position peaked at $4.19M in Q4 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Pacific Wealth Strategies Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 83,734 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.9M.
  • Pacific Wealth Strategies Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2019 and held it in 17 quarters.
  • Pacific Wealth Strategies Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $4.19M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Pacific Wealth Strategies Group's 13F filing for Q4 2024, filed 28 Jan 2025.