WAS
BSJO

Wealth Advisory Solutions’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Wealth Advisory Solutions’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
2020
Q3 		– Sell
-8,872
Closed -$208K – 195
2020
Q2 		$208K Buy
+8,872
New +$205K 0.06% 174

Other funds holding BSJO

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Advisory Solutions's BSJO Position: Q3 2020 in Review

Wealth Advisory Solutions sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2020, closing a stake of 8,872 shares — an estimated $208K sold.

Wealth Advisory Solutions first reported a position in BSJO in Q2 2020 and held it in 1 quarter. The position peaked at $208K in Q2 2020. 58 funds tracked by Wall St. Rank hold BSJO as of Q3 2020.

  • Wealth Advisory Solutions reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 8,872 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $208K.
  • Wealth Advisory Solutions first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Wealth Advisory Solutions's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $208K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2020.

Based on Wealth Advisory Solutions's 13F filing for Q3 2020, filed 29 Dec 2020.