Stifel Financial
BSJO

Stifel Financial’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Stifel Financial’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
-91,830
Closed -$2.09M – 3504
2024
Q3 		$2.09M Buy
91,830
+3,018
+3% +$68.5K ﹤0.01% 1740
2024
Q2 		$2.02M Buy
88,812
+2,508
+3% +$57K ﹤0.01% 1712
2024
Q1 		$1.96M Buy
86,304
+334
+0.4% +$7.58K ﹤0.01% 1735
2023
Q4 		$1.95M Buy
85,970
+3,975
+5% +$89.7K ﹤0.01% 1684
2023
Q3 		$1.84M Buy
81,995
+3,098
+4% +$69.8K ﹤0.01% 1645
2023
Q2 		$1.77M Sell
78,897
-1,884
-2% -$42.2K ﹤0.01% 1713
2023
Q1 		$1.81M Sell
80,781
-2,943
-4% -$65.9K ﹤0.01% 1631
2022
Q4 		$1.85M Sell
83,724
-1,421
-2% -$31.4K ﹤0.01% 1572
2022
Q3 		$1.84M Sell
85,145
-5,042
-6% -$113K ﹤0.01% 1542
2022
Q2 		$1.97M Buy
90,187
+4,981
+6% +$114K ﹤0.01% 1508
2022
Q1 		$2.03M Sell
85,206
-529,909
-86% -$12.8M ﹤0.01% 1604
2021
Q4 		$15.4M Buy
615,115
+539,414
+713% +$13.4M 0.02% 578
2021
Q3 		$1.9M Buy
75,701
+2,978
+4% +$74.8K ﹤0.01% 1613
2021
Q2 		$1.83M Buy
72,723
+13,186
+22% +$331K ﹤0.01% 1668
2021
Q1 		$1.49M Buy
59,537
+6,835
+13% +$170K ﹤0.01% 1708
2020
Q4 		$1.31M Buy
52,702
+12,077
+30% +$297K ﹤0.01% 1653
2020
Q3 		$979K Buy
+40,625
New +$981K ﹤0.01% 1650

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

Stifel Financial's BSJO Position: Q4 2024 in Review

Stifel Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 91,830 shares — an estimated $2.09M sold.

Stifel Financial first reported a position in BSJO in Q3 2020 and held it in 17 quarters. The position peaked at $15.4M in Q4 2021. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Stifel Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 91,830 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.09M.
  • Stifel Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • Stifel Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $15.4M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.