RFG
BSJO

RFP Financial Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

RFP Financial Group’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
-825
Closed -$18.7K – 967
2023
Q4 		$18.7K Hold
825
– – 0.01% 311
2023
Q3 		$18.5K Hold
825
– – 0.01% 311
2023
Q2 		$18.5K Buy
+825
New +$18.5K 0.01% 328
2023
Q1 		– Sell
-825
Closed -$18.2K – 875
2022
Q4 		$18.2K Buy
+825
New +$18.2K 0.01% 299

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

RFP Financial Group's BSJO Position: Q1 2024 in Review

RFP Financial Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2024, closing a stake of 825 shares — an estimated $18.7K sold.

RFP Financial Group first reported a position in BSJO in Q4 2022 and held it in 4 quarters. The position peaked at $18.7K in Q4 2023. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • RFP Financial Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 825 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $18.7K.
  • RFP Financial Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $18.7K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.