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Raymond James & Associates’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Raymond James & Associates’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$414K Buy
15,385
+4,678
+44% +$124K ﹤0.01% 3215
2024
Q2 		$279K Sell
10,707
-2,969
-22% -$77.1K ﹤0.01% 3417
2024
Q1 		$360K Buy
+13,676
New +$358K ﹤0.01% 3277

Other funds holding BSJV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

Raymond James & Associates increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 44% in Q3 2024, buying an estimated $124K and bringing the position to 15,385 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Raymond James & Associates first reported a position in BSJV in Q1 2024 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold BSJV as of Q3 2024.

  • Raymond James & Associates held 15,385 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $414K as of Q3 2024.
  • Raymond James & Associates bought 4,678 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $124K.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3215 holding.
  • Raymond James & Associates first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q3 2024.

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