SWP
BSJO

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

Stratos Wealth 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
-29,458
Closed -$669K – 1555
2024
Q3 		$669K Buy
29,458
+8,461
+40% +$192K 0.01% 824
2024
Q2 		$477K Buy
20,997
+1,425
+7% +$32.4K 0.01% 917
2024
Q1 		$445K Buy
19,572
+7,847
+67% +$178K 0.01% 941
2023
Q4 		$266K Buy
11,725
+366
+3% +$8.26K 0.01% 1139
2023
Q3 		$255K Buy
+11,359
New +$256K 0.01% 1080
2022
Q4 		– Sell
-12,210
Closed -$264K – 1193
2022
Q3 		$264K Sell
12,210
-12,535
-51% -$280K 0.01% 915
2022
Q2 		$539K Buy
24,745
+5,252
+27% +$120K 0.01% 703
2022
Q1 		$464K Buy
+19,493
New +$472K 0.01% 837

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Stratos Wealth Partners's BSJO Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 29,458 shares — an estimated $669K sold.

Stratos Wealth Partners first reported a position in BSJO in Q1 2022 and held it in 8 quarters. The position peaked at $669K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 29,458 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $669K.
  • Stratos Wealth Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
  • Stratos Wealth Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $669K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.