Trust Company of Vermont’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Trust Company of Vermont’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	-131	Closed	-$2.98K	–	1116
2024 Q2	$2.98K	Hold	131	–	–	﹤0.01%	785
2024 Q1	$2.98K	Hold	131	–	–	﹤0.01%	771
2023 Q4	$2.98K	Hold	131	–	–	﹤0.01%	685
2023 Q3	$2.94K	Hold	131	–	–	﹤0.01%	741
2023 Q2	$2.94K	Hold	131	–	–	﹤0.01%	761
2023 Q1	$2.94K	Hold	131	–	–	﹤0.01%	797
2022 Q4	$2.9K	Hold	131	–	–	﹤0.01%	798
2022 Q3	$3K	Hold	131	–	–	﹤0.01%	908
2022 Q2	$3K	Buy	+131	New	+$2.99K	﹤0.01%	844
2022 Q1	–	Sell	-131	Closed	-$3K	–	767
2021 Q4	$3K	Buy	+131	New	+$3.27K	﹤0.01%	760
2021 Q3	–	Sell	-131	Closed	-$3K	–	740
2021 Q2	$3K	Buy	+131	New	+$3.28K	﹤0.01%	734

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Trust Company of Vermont's BSJO Position: Q3 2024 in Review

Trust Company of Vermont sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2024, closing a stake of 131 shares — an estimated $2.98K sold.

Trust Company of Vermont first reported a position in BSJO in Q2 2021 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 146 funds tracked by Wall St. Rank hold BSJO as of Q3 2024.

Trust Company of Vermont reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Trust Company of Vermont sold 131 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $2.98K.
Trust Company of Vermont first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 11 quarters.
Trust Company of Vermont's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $3K in Q3 2022.
146 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2024.

Based on Trust Company of Vermont's 13F filing for Q3 2024, filed 16 Oct 2024.