SP
BSJO

Stablepoint Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Stablepoint Partners’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
-29,816
Closed -$677K – 247
2024
Q3 		$677K Sell
29,816
-6,186
-17% -$140K 0.12% 157
2024
Q2 		$815K Sell
36,002
-566
-2% -$12.9K 0.16% 146
2024
Q1 		$831K Buy
36,568
+5,017
+16% +$114K 0.17% 146
2023
Q4 		$717K Buy
+31,551
New +$712K 0.18% 137

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

Stablepoint Partners's BSJO Position: Q4 2024 in Review

Stablepoint Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 29,816 shares — an estimated $677K sold.

Stablepoint Partners first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $831K in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Stablepoint Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stablepoint Partners sold 29,816 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $677K.
  • Stablepoint Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Stablepoint Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $831K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Stablepoint Partners's 13F filing for Q4 2024, filed 21 Jan 2025.