SPWM
BSJO

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

Straight Path 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
2024
Q4 		– Sell
-16,451
Closed -$374K – 105
2024
Q3 		$374K Buy
16,451
+93
+0.6% +$2.11K 0.16% 61
2024
Q2 		$372K Buy
16,358
+2,190
+15% +$49.8K 0.19% 64
2024
Q1 		$322K Sell
14,168
-3,555
-20% -$80.7K 0.18% 67
2023
Q4 		$403K Buy
17,723
+62
+0.4% +$1.4K 0.24% 53
2023
Q3 		$397K Buy
17,661
+273
+2% +$6.15K 0.27% 49
2023
Q2 		$391K Sell
17,388
-312
-2% -$6.99K 0.27% 48
2023
Q1 		$397K Sell
17,700
-19,518
-52% -$437K 0.32% 45
2022
Q4 		$823K Sell
37,218
-117,427
-76% -$2.6M 0.79% 23
2022
Q3 		$3.34M Buy
154,645
+13,823
+10% +$309K 3% 9
2022
Q2 		$3.07M Buy
140,822
+14,412
+11% +$329K 3.01% 11
2022
Q1 		$3.01M Buy
126,410
+19,772
+19% +$479K 2.55% 10
2021
Q4 		$2.66M Buy
+106,638
New +$2.66M 2.32% 11

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

Straight Path Wealth Management's BSJO Position: Q4 2024 in Review

Straight Path Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 16,451 shares — an estimated $374K sold.

Straight Path Wealth Management first reported a position in BSJO in Q4 2021 and held it in 12 quarters. The position peaked at $3.34M in Q3 2022. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Straight Path Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 16,451 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $374K.
  • Straight Path Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Straight Path Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $3.34M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Straight Path Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.