PWP
BSJO

Personal Wealth Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-401
Closed -$10K – 420
2021
Q2 		$10K Buy
+401
New +$10.1K ﹤0.01% 272
2020
Q1 		– Sell
-401
Closed -$10K – 655
2019
Q4 		$10K Hold
401
– – ﹤0.01% 236
2019
Q3 		$10K Buy
+401
New +$10.1K ﹤0.01% 239

Other funds holding BSJO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's BSJO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2021, closing a stake of 401 shares — an estimated $10K sold.

Personal Wealth Partners first reported a position in BSJO in Q3 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 98 funds tracked by Wall St. Rank hold BSJO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 401 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $10K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $10K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.