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Raymond James & Associates’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Raymond James & Associates’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$696K Buy
31,844
+3,486
+12% +$75K ﹤0.01% 2909
2024
Q2 		$594K Buy
28,358
+2,623
+10% +$55.2K ﹤0.01% 2961
2024
Q1 		$545K Buy
25,735
+9,508
+59% +$201K ﹤0.01% 3012
2023
Q4 		$344K Buy
+16,227
New +$328K ﹤0.01% 3199

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James & Associates's BSJT Position: Q3 2024 in Review

Raymond James & Associates increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 12% in Q3 2024, buying an estimated $75K and bringing the position to 31,844 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Raymond James & Associates first reported a position in BSJT in Q4 2023 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold BSJT as of Q3 2024.

  • Raymond James & Associates held 31,844 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $696K as of Q3 2024.
  • Raymond James & Associates bought 3,486 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $75K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2909 holding.
  • Raymond James & Associates first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.