WQ
BSJO

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

Wealth Quarterback’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
2021
Q3 		$25K Buy
982
+9
+0.9% +$226 0.02% 332
2021
Q2 		$25K Buy
+973
New +$24.4K 0.02% 317
2020
Q2 		– Sell
-3,271
Closed -$69.1K – 828
2020
Q1 		$69.1K Sell
3,271
-47,531
-94% -$1.16M 0.06% 186
2019
Q4 		$52.8K Buy
+50,802
New +$1.28M 0.05% 234

Other funds holding BSJO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Quarterback's BSJO Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 0.92% in Q3 2021, buying an estimated $226 and bringing the position to 982 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #332.

Wealth Quarterback first reported a position in BSJO in Q4 2019 and has held it in 4 quarters since. The position peaked at $69.1K in Q1 2020. 98 funds tracked by Wall St. Rank hold BSJO as of Q3 2021.

  • Wealth Quarterback held 982 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $25K as of Q3 2021.
  • Wealth Quarterback bought 9 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $226.
  • Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #332 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $69.1K in Q1 2020.
  • 98 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.