SIAG
BSJO

Safeguard Investment Advisory Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-201
Closed -$5K – 766
2020
Q4 		$5K Buy
+201
New +$4.94K ﹤0.01% 546

Other funds holding BSJO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Safeguard Investment Advisory Group's BSJO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2021, closing a stake of 201 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in BSJO in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 82 funds tracked by Wall St. Rank hold BSJO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 201 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $5K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.