SPIA
BSJO

Steward Partners Investment Advisory’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Steward Partners Investment Advisory’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
-12,147
Closed -$276K – 4130
2024
Q3 		$276K Sell
12,147
-7,828
-39% -$178K ﹤0.01% 1368
2024
Q2 		$454K Sell
19,975
-44,330
-69% -$1.01M ﹤0.01% 1099
2024
Q1 		$1.46M Buy
64,305
+3,886
+6% +$88.3K 0.02% 677
2023
Q4 		$1.37M Sell
60,419
-25,400
-30% -$573K 0.02% 622
2023
Q3 		$1.93M Sell
85,819
-39,438
-31% -$888K 0.03% 483
2023
Q2 		$2.82M Sell
125,257
-153,867
-55% -$3.45M 0.04% 388
2023
Q1 		$6.27M Buy
279,124
+41,901
+18% +$938K 0.1% 219
2022
Q4 		$5.25M Buy
237,223
+219,728
+1,256% +$4.86M 0.09% 242
2022
Q3 		$378K Sell
17,495
-21
-0.1% -$469 0.01% 958
2022
Q2 		$382K Sell
17,516
-560
-3% -$12.8K 0.01% 946
2022
Q1 		$431K Sell
18,076
-1,831
-9% -$44.3K 0.01% 977
2021
Q4 		$497K Buy
19,907
+344
+2% +$8.57K 0.01% 937
2021
Q3 		$490K Sell
19,563
-576
-3% -$14.5K 0.01% 915
2021
Q2 		$507K Buy
20,139
+4,608
+30% +$116K 0.01% 928
2021
Q1 		$388K Buy
15,531
+12,464
+406% +$311K 0.01% 986
2020
Q4 		$76K Buy
+3,067
New +$75.3K ﹤0.01% 1480

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Steward Partners Investment Advisory's BSJO Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 12,147 shares — an estimated $276K sold.

Steward Partners Investment Advisory first reported a position in BSJO in Q4 2020 and held it in 16 quarters. The position peaked at $6.27M in Q1 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 12,147 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $276K.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Steward Partners Investment Advisory's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $6.27M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.