AG
BSJP

Advisor Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Advisor Group’s Portfolio BSJP Stock Details BSJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$169K Sell
6,838
-581
-8% -$14.2K ﹤0.01% 2526
2019
Q3 		$182K Buy
7,419
+2,426
+49% +$59.3K ﹤0.01% 2389
2019
Q2 		$122K Buy
4,993
+2,902
+139% +$70.4K ﹤0.01% 2705
2019
Q1 		$50K Buy
+2,091
New +$49.5K ﹤0.01% 3384

Other funds holding BSJP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's BSJP Position: Q4 2019 in Review

Advisor Group reduced its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 7.8% in Q4 2019, selling an estimated $14.2K and leaving 6,838 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Advisor Group first reported a position in BSJP in Q1 2019 and has held it in 4 quarters since. The position peaked at $182K in Q3 2019. 38 funds tracked by Wall St. Rank hold BSJP as of Q4 2019.

  • Advisor Group held 6,838 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $169K as of Q4 2019.
  • Advisor Group sold 581 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $14.2K.
  • Invesco BulletShares 2025 High Yield Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2526 holding.
  • Advisor Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $182K in Q3 2019.
  • 38 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.