Invesco Bulletshares 2024 HYBSJOETF

13F holders, Q4 2024 (December 31)
2holders −144
0new positions
141sold out
$22.68avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Invesco Bulletshares 2024 HY (BSJO) in their 13F filings, down 144 from Q3 2024. 0 opened new positions and 141 sold out. The largest holders were IFP Advisors, Inc ($23K) and Mattson Financial Services, LLC ($2K).

Company
Invesco Bulletshares 2024 HY
CUSIP
46138J833
Latest filing quarter
Q4 2024

History

Number of 13F holders

050100150200 Q1 2024: 155Q1 2024Q2 2024: 158Q2 2024Q3 2024: 146Q3 2024Q4 2024: 2Q4 2024

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits141$322.9M

All 13F filers, Q3 2024 → Q4 2024: 14,309,869 shares sold, net −14,309,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

IFP Advisors, Inc 0.00% Reduce -99.0% 1,000 $23K
Mattson Financial Services, LLC 0.00% No change 96 $2K

"% of holder's portfolio" is BSJO's weight in each manager's 13F, not the share of Invesco Bulletshares 2024 HY the manager owns.