VAM
BSJO

Verity Asset Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Verity Asset 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
-157,026
Closed -$3.57M – 231
2024
Q3 		$3.57M Buy
157,026
+182
+0.1% +$4.13K 1.34% 16
2024
Q2 		$3.56M Sell
156,844
-3,669
-2% -$83.5K 1.4% 13
2024
Q1 		$3.65M Sell
160,513
-13,281
-8% -$302K 2.04% 5
2023
Q4 		$3.95M Buy
+173,794
New +$3.92M 2.52% 5

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

Verity Asset Management's BSJO Position: Q4 2024 in Review

Verity Asset Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 157,026 shares — an estimated $3.57M sold.

Verity Asset Management first reported a position in BSJO in Q4 2023 and held it in 4 quarters. The position peaked at $3.95M in Q4 2023. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Verity Asset Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Verity Asset Management sold 157,026 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.57M.
  • Verity Asset Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Verity Asset Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $3.95M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Verity Asset Management's 13F filing for Q4 2024, filed 27 Jan 2025.