SEEDPG
BSJO

S.E.E.D. Planning Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

S.E.E.D. Planning 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
Q4 		– Sell
-86,908
Closed -$1.97M – 79
2024
Q3 		$1.97M Buy
86,908
+1,828
+2% +$41.5K 0.65% 45
2024
Q2 		$1.93M Sell
85,080
-6,691
-7% -$152K 0.7% 42
2024
Q1 		$2.09M Buy
91,771
+206
+0.2% +$4.68K 0.76% 38
2023
Q4 		$2.08M Sell
91,565
-53,647
-37% -$1.21M 0.84% 34
2023
Q3 		$3.26M Sell
145,212
-84,718
-37% -$1.91M 1.26% 31
2023
Q2 		$5.17M Buy
229,930
+8,972
+4% +$201K 1.81% 21
2023
Q1 		$4.96M Sell
220,958
-146
-0.1% -$3.27K 1.91% 24
2022
Q4 		$4.89M Buy
221,104
+32,769
+17% +$724K 2.12% 24
2022
Q3 		$4.07M Buy
188,335
+40,916
+28% +$913K 1.9% 27
2022
Q2 		$3.21M Sell
147,419
-20,462
-12% -$467K 1.45% 32
2022
Q1 		$4M Sell
167,881
-12,595
-7% -$305K 1.71% 26
2021
Q4 		$4.51M Buy
180,476
+5,107
+3% +$127K 1.96% 20
2021
Q3 		$4.39M Buy
175,369
+16,514
+10% +$415K 2.07% 17
2021
Q2 		$4M Buy
158,855
+7,931
+5% +$199K 1.97% 20
2021
Q1 		$3.77M Buy
150,924
+17,049
+13% +$425K 2.07% 21
2020
Q4 		$3.34M Buy
133,875
+21,980
+20% +$540K 2% 20
2020
Q3 		$2.7M Buy
+111,895
New +$2.7M 1.98% 28

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

S.E.E.D. Planning Group's BSJO Position: Q4 2024 in Review

S.E.E.D. Planning Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 86,908 shares — an estimated $1.97M sold.

S.E.E.D. Planning Group first reported a position in BSJO in Q3 2020 and held it in 17 quarters. The position peaked at $5.17M in Q2 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • S.E.E.D. Planning Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 86,908 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.97M.
  • S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • S.E.E.D. Planning Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $5.17M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2024, filed 14 Jan 2025.