Wealthstar Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Wealthstar Advisors’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 Q2	–	Sell	-18,495	Closed	-$420K	–	149
2024 Q1	$420K	Sell	18,495 -232	-1%	-$5.27K	0.15%	87
2023 Q4	$425K	Buy	18,727 +1,465	+8%	+$33K	0.07%	85
2023 Q3	$388K	Sell	17,262 -3,869	-18%	-$87.1K	0.15%	72
2023 Q2	$475K	Sell	21,131 -712	-3%	-$15.9K	0.2%	48
2023 Q1	$474K	Hold	21,843	–	–	0.18%	50
2022 Q4	$483K	Sell	21,843 -103	-0.5%	-$2.28K	0.22%	50
2022 Q3	$473K	Sell	21,946 -502	-2%	-$11.2K	0.23%	48
2022 Q2	$489K	Sell	22,448 -684	-3%	-$15.6K	0.19%	55
2022 Q1	$550K	Sell	23,132 -32,407	-58%	-$785K	0.2%	56
2021 Q4	$1.39M	Buy	+55,539	New	+$1.38M	0.48%	26

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthstar Advisors's BSJO Position: Q2 2024 in Review

Wealthstar Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2024, closing a stake of 18,495 shares — an estimated $420K sold.

Wealthstar Advisors first reported a position in BSJO in Q4 2021 and held it in 10 quarters. The position peaked at $1.39M in Q4 2021. 158 funds tracked by Wall St. Rank hold BSJO as of Q2 2024.

Wealthstar Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Wealthstar Advisors sold 18,495 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $420K.
Wealthstar Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Wealthstar Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $1.39M in Q4 2021.
158 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.