WWM
BSJO

WT Wealth Management’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

WT Wealth Management’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
2021
Q3 		– Sell
-8,228
Closed -$207K – 131
2021
Q2 		$207K Buy
+8,228
New +$206K 0.08% 120

Other funds holding BSJO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WT Wealth Management's BSJO Position: Q3 2021 in Review

WT Wealth Management sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2021, closing a stake of 8,228 shares — an estimated $207K sold.

WT Wealth Management first reported a position in BSJO in Q2 2021 and held it in 1 quarter. The position peaked at $207K in Q2 2021. 98 funds tracked by Wall St. Rank hold BSJO as of Q3 2021.

  • WT Wealth Management reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WT Wealth Management sold 8,228 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $207K.
  • WT Wealth Management first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • WT Wealth Management's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $207K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2021.

Based on WT Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.