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

WealthSource 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
2023 Q4	$3.15M	Buy	138,794 +19,610	+16%	+$442K	0.21%	79
2023 Q3	$2.68M	Buy	119,184 +2,827	+2%	+$63.6K	0.18%	88
2023 Q2	$2.62M	Buy	116,357 +638	+0.6%	+$14.3K	0.17%	87
2023 Q1	$2.6M	Buy	115,719 +11,294	+11%	+$253K	0.18%	87
2022 Q4	$2.31M	Buy	104,425 +92,831	+801%	+$2.05M	0.16%	98
2022 Q3	$251K	Buy	+11,594	New	+$259K	0.02%	420

Other funds holding BSJO

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

WealthSource Partners's BSJO Position: Q4 2023 in Review

WealthSource Partners increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 16% in Q4 2023, buying an estimated $442K and bringing the position to 138,794 shares worth $3.15M. The position accounts for 0.21% of the portfolio, ranked #79.

WealthSource Partners first reported a position in BSJO in Q3 2022 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold BSJO as of Q4 2023.

WealthSource Partners held 138,794 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $3.15M as of Q4 2023.
WealthSource Partners bought 19,610 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $442K.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.21% of WealthSource Partners's portfolio in Q4 2023, its #79 holding.
WealthSource Partners first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2022 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.