AWA
BSJP

Alaska Wealth Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Alaska Wealth Advisors’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
2024
Q4 		– Sell
-8,613
Closed -$199K – 67
2024
Q3 		$199K Buy
8,613
+193
+2% +$4.45K 0.03% 72
2024
Q2 		$193K Buy
8,420
+877
+12% +$20.1K 0.03% 67
2024
Q1 		$173K Buy
+7,543
New +$172K 0.03% 70

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaska Wealth Advisors's BSJP Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 8,613 shares — an estimated $199K sold.

Alaska Wealth Advisors first reported a position in BSJP in Q1 2024 and held it in 3 quarters. The position peaked at $199K in Q3 2024. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

  • Alaska Wealth Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 8,613 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $199K.
  • Alaska Wealth Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Alaska Wealth Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $199K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.