WealthBridge Capital Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

WealthBridge Capital 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	-32,235	Closed	-$732K	–	214
2024 Q3	$732K	Buy	32,235 +11,060	+52%	+$251K	0.21%	85
2024 Q2	$481K	Sell	21,175 -643	-3%	-$14.6K	0.16%	102
2024 Q1	$496K	Buy	+21,818	New	+$495K	0.17%	97

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

WealthBridge Capital Management's BSJO Position: Q4 2024 in Review

WealthBridge Capital Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 32,235 shares — an estimated $732K sold.

WealthBridge Capital Management first reported a position in BSJO in Q1 2024 and held it in 3 quarters. The position peaked at $732K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

WealthBridge Capital Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
WealthBridge Capital Management sold 32,235 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $732K.
WealthBridge Capital Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
WealthBridge Capital Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $732K 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 WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.