Renaissance Technologies
BSJO

Renaissance Technologies’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Renaissance Technologies’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
Q1 		– Sell
-27,700
Closed -$629K – 4169
2023
Q4 		$629K Buy
+27,700
New +$625K ﹤0.01% 2677
2023
Q3 		– Sell
-24,400
Closed -$549K – 4209
2023
Q2 		$549K Sell
24,400
-73,700
-75% -$1.65M ﹤0.01% 2828
2023
Q1 		$2.2M Buy
98,100
+20,910
+27% +$468K ﹤0.01% 1975
2022
Q4 		$1.71M Buy
77,190
+42,706
+124% +$944K ﹤0.01% 2175
2022
Q3 		$746K Buy
34,484
+9,184
+36% +$205K ﹤0.01% 2674
2022
Q2 		$551K Buy
25,300
+11,043
+77% +$252K ﹤0.01% 3108
2022
Q1 		$340K Sell
14,257
-2,143
-13% -$51.9K ﹤0.01% 3412
2021
Q4 		$410K Sell
16,400
-2,800
-15% -$69.8K ﹤0.01% 3175
2021
Q3 		$481K Buy
+19,200
New +$482K ﹤0.01% 2905

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Renaissance Technologies's BSJO Position: Q1 2024 in Review

Renaissance Technologies sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2024, closing a stake of 27,700 shares — an estimated $629K sold.

Renaissance Technologies first reported a position in BSJO in Q3 2021 and held it in 9 quarters. The position peaked at $2.2M in Q1 2023. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • Renaissance Technologies reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Renaissance Technologies sold 27,700 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $629K.
  • Renaissance Technologies first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
  • Renaissance Technologies's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.2M in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.