SIAS
BSJO

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

Summit Investment Advisory Services’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
Q3 		– Sell
-394,430
Closed -$8.96M – 97
2024
Q2 		$8.96M Buy
+394,430
New +$8.97M 10.54% 1

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Summit Investment Advisory Services's BSJO Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2024, closing a stake of 394,430 shares — an estimated $8.96M sold.

Summit Investment Advisory Services first reported a position in BSJO in Q2 2024 and held it in 1 quarter. The position peaked at $8.96M in Q2 2024. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 394,430 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $8.96M.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $8.96M in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.