Wealthspire Advisors (New York)’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-18,040	Closed	-$406K	–	659
2023 Q3	$406K	Hold	18,040	–	–	0.01%	431
2023 Q2	$406K	Hold	18,040	–	–	0.01%	404
2023 Q1	$405K	Hold	18,040	–	–	0.01%	386
2022 Q4	$399K	Hold	18,040	–	–	0.01%	407
2022 Q3	$390K	Sell	18,040 -84	-0.5%	-$1.88K	0.01%	376
2022 Q2	$395K	Buy	18,124 +84	+0.5%	+$1.92K	0.01%	352
2022 Q1	$430K	Hold	18,040	–	–	0.01%	292
2021 Q4	$451K	Buy	18,040 +8,012	+80%	+$200K	0.01%	340
2021 Q3	$251K	Buy	+10,028	New	+$252K	0.01%	495

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 $1.59B AUM 26.56% 1-Year Est. Return

UCFA

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

Wealthspire Advisors (New York)'s BSJO Position: Q4 2023 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2023, closing a stake of 18,040 shares — an estimated $406K sold.

Wealthspire Advisors (New York) first reported a position in BSJO in Q3 2021 and held it in 9 quarters. The position peaked at $451K in Q4 2021. 164 funds tracked by Wall St. Rank hold BSJO as of Q4 2023.

Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 18,040 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $406K.
Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
Wealthspire Advisors (New York)'s Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $451K in Q4 2021.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2023, filed 7 Feb 2024.