RS
BSJO

Retirement Solution’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Retirement Solution’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
-45,457
Closed -$1.03M – 64
2024
Q3 		$1.03M Buy
45,457
+605
+1% +$13.7K 0.25% 25
2024
Q2 		$1.02M Buy
44,852
+631
+1% +$14.4K 0.27% 21
2024
Q1 		$1.01M Sell
44,221
-772
-2% -$17.5K 0.27% 22
2023
Q4 		$1.02M Sell
44,993
-761
-2% -$17.2K 0.3% 21
2023
Q3 		$1.03M Sell
45,754
-257
-0.6% -$5.79K 0.34% 22
2023
Q2 		$1.03M Sell
46,011
-1,911
-4% -$42.8K 0.33% 21
2023
Q1 		$1.08M Buy
47,922
+663
+1% +$14.8K 0.38% 21
2022
Q4 		$1.05M Sell
47,259
-6,035
-11% -$133K 0.57% 11
2022
Q3 		$1.15M Buy
53,294
+1,407
+3% +$31.4K 0.62% 14
2022
Q2 		$1.13M Sell
51,887
-3,961
-7% -$90.5K 0.61% 14
2022
Q1 		$1.33M Buy
55,848
+5,970
+12% +$145K 0.59% 14
2021
Q4 		$1.25M Buy
49,878
+7,249
+17% +$181K 0.53% 13
2021
Q3 		$1.07M Buy
42,629
+2,620
+7% +$65.8K 0.49% 15
2021
Q2 		$1.01M Buy
40,009
+1,730
+5% +$43.4K 0.48% 16
2021
Q1 		$956K Buy
38,279
+5,223
+16% +$130K 0.58% 13
2020
Q4 		$824K Buy
+33,056
New +$812K 0.54% 14

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Retirement Solution's BSJO Position: Q4 2024 in Review

Retirement Solution sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 45,457 shares — an estimated $1.03M sold.

Retirement Solution first reported a position in BSJO in Q4 2020 and held it in 16 quarters. The position peaked at $1.33M in Q1 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Retirement Solution reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Solution sold 45,457 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.03M.
  • Retirement Solution first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Retirement Solution's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.33M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Retirement Solution's 13F filing for Q4 2024, filed 7 Feb 2025.