RSA
BSJO

River Street Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

River Street Advisors’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
Q2 		– Sell
-106,286
Closed -$2.42M – 143
2024
Q1 		$2.42M Buy
106,286
+2,544
+2% +$57.8K 1.63% 14
2023
Q4 		$2.36M Buy
103,742
+3,781
+4% +$85.3K 1.88% 12
2023
Q3 		$2.25M Buy
+99,961
New +$2.25M 2.12% 11

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

River Street Advisors's BSJO Position: Q2 2024 in Review

River Street Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 106,286 shares — an estimated $2.42M sold.

River Street Advisors first reported a position in BSJO in Q3 2023 and held it in 3 quarters. The position peaked at $2.42M in Q1 2024. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

  • River Street Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • River Street Advisors sold 106,286 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $2.42M.
  • River Street Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • River Street Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.42M in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on River Street Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.