SCM
BSJO

Southport Capital Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Southport Capital Management’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
Q1 		– Sell
-8,283
Closed -$207K – 355
2021
Q4 		$207K Buy
+8,283
New +$206K 0.04% 315

Other funds holding BSJO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Southport Capital Management's BSJO Position: Q1 2022 in Review

Southport Capital Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2022, closing a stake of 8,283 shares — an estimated $207K sold.

Southport Capital Management first reported a position in BSJO in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 118 funds tracked by Wall St. Rank hold BSJO as of Q1 2022.

  • Southport Capital Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Southport Capital Management sold 8,283 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $207K.
  • Southport Capital Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Southport Capital Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $207K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2022.

Based on Southport Capital Management's 13F filing for Q1 2022, filed 25 Apr 2022.