SS
BSJO

Sound Stewardship’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Sound Stewardship’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
-47,252
Closed -$1.07M – 65
2024
Q3 		$1.07M Sell
47,252
-659
-1% -$15K 0.6% 30
2024
Q2 		$1.09M Sell
47,911
-804
-2% -$18.3K 0.66% 29
2024
Q1 		$1.11M Sell
48,715
-42,516
-47% -$966K 0.67% 29
2023
Q4 		$2.07M Sell
91,231
-6,054
-6% -$137K 1.37% 25
2023
Q3 		$2.19M Sell
97,285
-1,410
-1% -$31.7K 1.47% 26
2023
Q2 		$2.22M Buy
98,695
+2,562
+3% +$57.4K 1.46% 26
2023
Q1 		$2.16M Buy
96,133
+1,505
+2% +$33.7K 1.45% 26
2022
Q4 		$2.09M Buy
+94,628
New +$2.09M 1.55% 27

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

Sound Stewardship's BSJO Position: Q4 2024 in Review

Sound Stewardship sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 47,252 shares — an estimated $1.07M sold.

Sound Stewardship first reported a position in BSJO in Q4 2022 and held it in 8 quarters. The position peaked at $2.22M in Q2 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Sound Stewardship reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Stewardship sold 47,252 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.07M.
  • Sound Stewardship first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Sound Stewardship's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $2.22M 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 Sound Stewardship's 13F filing for Q4 2024, filed 22 Jan 2025.