WAP
BSJO

Wealthcare Advisory Partners’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-9,048
Closed -$206K – 838
2023
Q4 		$206K Hold
9,048
– – 0.01% 714
2023
Q3 		$203K Buy
9,048
+5
+0.1% +$113 0.01% 655
2023
Q2 		$203K Buy
+9,043
New +$202K 0.01% 682

Other funds holding BSJO

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Wealthcare Advisory Partners's BSJO Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2024, closing a stake of 9,048 shares — an estimated $206K sold.

Wealthcare Advisory Partners first reported a position in BSJO in Q2 2023 and held it in 3 quarters. The position peaked at $206K in Q4 2023. 157 funds tracked by Wall St. Rank hold BSJO as of Q1 2024.

  • Wealthcare Advisory Partners reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,048 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $206K.
  • Wealthcare Advisory Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $206K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.