TSWM
BSJO

Tyler-Stone Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Tyler-Stone 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
-134,845
Closed -$3.06M – 336
2024
Q3 		$3.06M Buy
134,845
+59,759
+80% +$1.36M 0.58% 37
2024
Q2 		$1.71M Buy
75,086
+4,183
+6% +$95.1K 0.7% 31
2024
Q1 		$1.61M Sell
70,903
-22,453
-24% -$510K 0.71% 33
2023
Q4 		$2.12M Buy
93,356
+7,522
+9% +$170K 1.06% 20
2023
Q3 		$1.93M Buy
85,834
+9,905
+13% +$223K 1.1% 21
2023
Q2 		$1.71M Buy
+75,929
New +$1.7M 0.96% 23
2022
Q4 		$1.24M Buy
+56,221
New +$1.24M 0.85% 26

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

Tyler-Stone Wealth Management's BSJO Position: Q4 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 134,845 shares — an estimated $3.06M sold.

Tyler-Stone Wealth Management first reported a position in BSJO in Q4 2022 and held it in 7 quarters. The position peaked at $3.06M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 134,845 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.06M.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Tyler-Stone Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $3.06M 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 Tyler-Stone Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.