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Albion Financial Group’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Albion Financial Group’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-250
Closed -$5.42K – 625
2024
Q4 		$5.42K Buy
+250
New +$5.5K ﹤0.01% 454

Other funds holding BSJS

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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Albion Financial Group's BSJS Position: Q1 2025 in Review

Albion Financial Group sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2025, closing a stake of 250 shares — an estimated $5.42K sold.

Albion Financial Group first reported a position in BSJS in Q4 2024 and held it in 1 quarter. The position peaked at $5.42K in Q4 2024. 107 funds tracked by Wall St. Rank hold BSJS as of Q1 2025.

  • Albion Financial Group reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 250 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $5.42K.
  • Albion Financial Group first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $5.42K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.