SRC
BSJO

Shufro Rose & Co’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Shufro Rose & Co’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
-9,000
Closed -$205K – 323
2024
Q1 		$205K Hold
9,000
– – 0.02% 277
2023
Q4 		$202K Hold
9,000
– – 0.02% 269
2023
Q3 		$202K Hold
9,000
– – 0.02% 267
2023
Q2 		$202K Hold
9,000
– – 0.02% 274
2023
Q1 		$202K Buy
+9,000
New +$201K 0.02% 276
2022
Q4 		– Sell
-9,800
Closed -$212K – 357
2022
Q3 		$212K Buy
+9,800
New +$219K 0.02% 272

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

Shufro Rose & Co's BSJO Position: Q2 2024 in Review

Shufro Rose & Co sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 9,000 shares — an estimated $205K sold.

Shufro Rose & Co first reported a position in BSJO in Q3 2022 and held it in 6 quarters. The position peaked at $212K in Q3 2022. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

  • Shufro Rose & Co reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 9,000 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $205K.
  • Shufro Rose & Co first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
  • Shufro Rose & Co's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $212K in Q3 2022.
  • 158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Shufro Rose & Co's 13F filing for Q2 2024, filed 13 Aug 2024.