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

WESPAC 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 Q4	–	Sell	-15,509	Closed	-$352K	–	186
2024 Q3	$352K	Hold	15,509	–	–	0.26%	115
2024 Q2	$352K	Sell	15,509 -14,596	-48%	-$332K	0.28%	117
2024 Q1	$684K	Buy	30,105 +913	+3%	+$20.7K	0.4%	93
2023 Q4	$663K	Buy	29,192 +3,352	+13%	+$75.6K	0.46%	75
2023 Q3	$581K	Buy	25,840 +2,214	+9%	+$49.8K	0.43%	78
2023 Q2	$531K	Hold	23,626	–	–	0.43%	71
2023 Q1	$531K	Buy	+23,626	New	+$529K	0.5%	65

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

WESPAC Advisors's BSJO Position: Q4 2024 in Review

WESPAC Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 15,509 shares — an estimated $352K sold.

WESPAC Advisors first reported a position in BSJO in Q1 2023 and held it in 7 quarters. The position peaked at $684K in Q1 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

WESPAC Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
WESPAC Advisors sold 15,509 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $352K.
WESPAC Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
WESPAC Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $684K in Q1 2024.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.