RWM
BSJO

Reston Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Reston Wealth Management’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
Q4 		– Sell
-1
Closed -$15 – 448
2024
Q3 		$15 Buy
+1
New +$23 ﹤0.01% 447

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Reston Wealth Management's BSJO Position: Q4 2024 in Review

Reston Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 1 share — an estimated $15 sold.

Reston Wealth Management first reported a position in BSJO in Q3 2024 and held it in 1 quarter. The position peaked at $15 in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Reston Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1 Invesco BulletShares 2024 High Yield Corporate Bond ETF share in Q4 2024, an estimated $15.
  • Reston Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $15 in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.