PAMG
BSJO

Patton Albertson Miller Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Patton Albertson Miller 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
-13,980
Closed -$318K – 233
2024
Q3 		$318K Hold
13,980
– – 0.04% 172
2024
Q2 		$318K Sell
13,980
-4,660
-25% -$106K 0.05% 167
2024
Q1 		$424K Hold
18,640
– – 0.06% 152
2023
Q4 		$423K Sell
18,640
-19,705
-51% -$444K 0.07% 153
2023
Q3 		$862K Hold
38,345
– – 0.17% 116
2023
Q2 		$862K Hold
38,345
– – 0.17% 116
2023
Q1 		$861K Hold
38,345
– – 0.16% 122
2022
Q4 		$848K Hold
38,345
– – 0.16% 125
2022
Q3 		$829K Sell
38,345
-3,025
-7% -$67.5K 0.18% 124
2022
Q2 		$901K Hold
41,370
– – 0.18% 125
2022
Q1 		$985K Buy
+41,370
New +$1M 0.17% 129

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Patton Albertson Miller Group's BSJO Position: Q4 2024 in Review

Patton Albertson Miller Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 13,980 shares — an estimated $318K sold.

Patton Albertson Miller Group first reported a position in BSJO in Q1 2022 and held it in 11 quarters. The position peaked at $985K in Q1 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Patton Albertson Miller Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Patton Albertson Miller Group sold 13,980 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $318K.
  • Patton Albertson Miller Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Patton Albertson Miller Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $985K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Patton Albertson Miller Group's 13F filing for Q4 2024, filed 21 Jan 2025.