Sargent Bickham Lagudis’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$43.6K	Hold	1,970	–	–	﹤0.01%	466
2022 Q3	$43K	Hold	1,970	–	–	﹤0.01%	441
2022 Q2	$43K	Hold	1,970	–	–	﹤0.01%	453
2022 Q1	$47K	Sell	1,970 -500	-20%	-$12.1K	﹤0.01%	468
2021 Q4	$62K	Hold	2,470	–	–	﹤0.01%	420
2021 Q3	$62K	Hold	2,470	–	–	0.01%	408
2021 Q2	$62K	Hold	2,470	–	–	0.01%	417
2021 Q1	$62K	Hold	2,470	–	–	0.01%	403
2020 Q4	$62K	Hold	2,470	–	–	0.01%	394
2020 Q3	$60K	Hold	2,470	–	–	0.01%	358
2020 Q2	$58K	Hold	2,470	–	–	0.01%	337
2020 Q1	$55K	Buy	2,470 +500	+25%	+$12.2K	0.01%	329
2019 Q4	$50K	Hold	1,970	–	–	0.01%	385
2019 Q3	$50K	Hold	1,970	–	–	0.01%	353
2019 Q2	$50K	Hold	1,970	–	–	0.01%	373
2019 Q1	$49K	Hold	1,970	–	–	0.01%	396
2018 Q4	$46K	Hold	1,970	–	–	0.01%	378
2018 Q3	$49K	Hold	1,970	–	–	0.01%	371
2018 Q2	$48K	Buy	+1,970	New	+$48.9K	0.01%	361

Other funds holding BSJO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Sargent Bickham Lagudis's BSJO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) position steady in Q4 2022 at 1,970 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Sargent Bickham Lagudis first reported a position in BSJO in Q2 2018 and has held it in 19 quarters since. The position peaked at $62K in Q4 2021. 143 funds tracked by Wall St. Rank hold BSJO as of Q4 2022.

Sargent Bickham Lagudis held 1,970 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $43.6K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco BulletShares 2024 High Yield Corporate Bond ETF share count unchanged in Q4 2022.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #466 holding.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2018 and has held it in 19 quarters since.
Sargent Bickham Lagudis's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $62K in Q4 2021.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.