Truist Financial
BSJO

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

Truist 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
2023
Q1 		– Sell
-9,919
Closed -$219K – 2694
2022
Q4 		$219K Buy
9,919
+388
+4% +$8.58K ﹤0.01% 2382
2022
Q3 		$206K Buy
+9,531
New +$213K ﹤0.01% 2295

Other funds holding BSJO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Truist Financial's BSJO Position: Q1 2023 in Review

Truist Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2023, closing a stake of 9,919 shares — an estimated $219K sold.

Truist Financial first reported a position in BSJO in Q3 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 143 funds tracked by Wall St. Rank hold BSJO as of Q1 2023.

  • Truist Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 9,919 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $219K.
  • Truist Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Truist Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $219K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.