Spire Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Spire Wealth 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
2023 Q2	–	Sell	-779	Closed	-$17.5K	–	2552
2023 Q1	$17.5K	Sell	779 -4,789	-86%	-$107K	﹤0.01%	1673
2022 Q4	$123K	Hold	5,568	–	–	0.01%	680
2022 Q3	$120K	Hold	5,568	–	–	0.01%	652
2022 Q2	$121K	Sell	5,568 -15,991	-74%	-$365K	0.01%	964
2022 Q1	$514K	Sell	21,559 -811	-4%	-$19.6K	0.01%	565
2021 Q4	$559K	Sell	22,370 -1,045	-4%	-$26K	0.01%	659
2021 Q3	$586K	Sell	23,415 -1,555	-6%	-$39K	0.02%	548
2021 Q2	$629K	Sell	24,970 -480	-2%	-$12K	0.02%	548
2021 Q1	$636K	Buy	+25,450	New	+$634K	0.02%	587

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

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

IWC

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

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

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

Spire Wealth Management's BSJO Position: Q2 2023 in Review

Spire Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2023, closing a stake of 779 shares — an estimated $17.5K sold.

Spire Wealth Management first reported a position in BSJO in Q1 2021 and held it in 9 quarters. The position peaked at $636K in Q1 2021. 146 funds tracked by Wall St. Rank hold BSJO as of Q2 2023.

Spire Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 779 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $17.5K.
Spire Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $636K in Q1 2021.
146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.