American Family Insurance Mutual Holding’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

American Family Insurance Mutual Holding’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
2023 Q4	–	Sell	-25,522,000	Closed	-$574M	–	10
2023 Q3	$574M	Hold	25,522,000	–	–	44.63%	1
2023 Q2	$576M	Buy	+25,522,000	New	+$572M	43.39%	1

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Family Insurance Mutual Holding's BSJP Position: Q4 2023 in Review

American Family Insurance Mutual Holding sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2023, closing a stake of 25,522,000 shares — an estimated $574M sold.

American Family Insurance Mutual Holding first reported a position in BSJP in Q2 2023 and held it in 2 quarters. The position peaked at $576M in Q2 2023. 150 funds tracked by Wall St. Rank hold BSJP as of Q4 2023.

American Family Insurance Mutual Holding reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
American Family Insurance Mutual Holding sold 25,522,000 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $574M.
American Family Insurance Mutual Holding first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
American Family Insurance Mutual Holding's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $576M in Q2 2023.
150 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2023.

Based on American Family Insurance Mutual Holding's 13F filing for Q4 2023, filed 14 Feb 2024.