Raymond James Financial Services Advisors’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Raymond James Financial Services Advisors’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	$1.18M	Buy	43,705 +828	+2%	+$22K	﹤0.01%	2056
2024 Q2	$1.12M	Buy	42,877 +1,868	+5%	+$48.5K	﹤0.01%	2019
2024 Q1	$1.08M	Buy	+41,009	New	+$1.07M	﹤0.01%	2016

Other funds holding BSJV

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

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 Financial Services Advisors's BSJV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) stake by 1.9% in Q3 2024, buying an estimated $22K and bringing the position to 43,705 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 43,705 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $1.18M as of Q3 2024.
Raymond James Financial Services Advisors bought 828 Invesco BulletShares 2031 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $22K.
Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2056 holding.
Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.