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Tyler-Stone Wealth Management’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Tyler-Stone Wealth Management’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$10.2K – 396
2024
Q2 		$10.2K Buy
+400
New +$10.2K ﹤0.01% 653

Other funds holding BSJU

TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Tyler-Stone Wealth Management's BSJU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) in Q3 2024, closing a stake of 400 shares — an estimated $10.2K sold.

Tyler-Stone Wealth Management first reported a position in BSJU in Q2 2024 and held it in 1 quarter. The position peaked at $10.2K in Q2 2024. 31 funds tracked by Wall St. Rank hold BSJU as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2030 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 400 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $10.2K.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Invesco BulletShares 2030 High Yield Corporate Bond ETF position peaked at $10.2K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.