PS
BSJO

Principal Securities’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Principal Securities’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
-808
Closed -$18.4K – 3652
2024
Q3 		$18.4K Sell
808
-285
-26% -$6.47K ﹤0.01% 2159
2024
Q2 		$24.8K Hold
1,093
– – ﹤0.01% 1958
2024
Q1 		$24.8K Buy
1,093
+2
+0.2% +$45 ﹤0.01% 1902
2023
Q4 		$24.8K Buy
+1,091
New +$24.6K ﹤0.01% 1812

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

Principal Securities's BSJO Position: Q4 2024 in Review

Principal Securities sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 808 shares — an estimated $18.4K sold.

Principal Securities first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $24.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Principal Securities reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 808 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $18.4K.
  • Principal Securities first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $24.8K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.