Raymond James Financial Services Advisors’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Raymond James Financial Services Advisors’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	$520K	Buy	23,777 +4,969	+26%	+$107K	﹤0.01%	2592
2024 Q2	$394K	Buy	+18,808	New	+$396K	﹤0.01%	2703

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial Services Advisors's BSJT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 26% in Q3 2024, buying an estimated $107K and bringing the position to 23,777 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Raymond James Financial Services Advisors first reported a position in BSJT in Q2 2024 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BSJT as of Q3 2024.

Raymond James Financial Services Advisors held 23,777 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $520K as of Q3 2024.
Raymond James Financial Services Advisors bought 4,969 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $107K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2592 holding.
Raymond James Financial Services Advisors first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 2 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.