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

Wealth Enhancement Advisory Services’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	-35,119	Closed	-$798K	–	3149
2024 Q3	$798K	Buy	35,119 +13,757	+64%	+$312K	﹤0.01%	1528
2024 Q2	$485K	Buy	21,362 +2,662	+14%	+$60.5K	﹤0.01%	1664
2024 Q1	$425K	Buy	+18,700	New	+$425K	﹤0.01%	1687

Other funds holding BSJO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSJO Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 35,119 shares — an estimated $798K sold.

Wealth Enhancement Advisory Services first reported a position in BSJO in Q1 2024 and held it in 3 quarters. The position peaked at $798K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 35,119 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $798K.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $798K 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 Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.