APS
BSJP

American Planning Services’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

American Planning Services’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
Q3 		– Sell
-15,303
Closed -$351K – 54
2024
Q2 		$351K Buy
15,303
+5,103
+50% +$117K 0.25% 39
2024
Q1 		$234K Buy
+10,200
New +$233K 0.17% 43

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Planning Services's BSJP Position: Q3 2024 in Review

American Planning Services sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2024, closing a stake of 15,303 shares — an estimated $351K sold.

American Planning Services first reported a position in BSJP in Q1 2024 and held it in 2 quarters. The position peaked at $351K in Q2 2024. 178 funds tracked by Wall St. Rank hold BSJP as of Q3 2024.

  • American Planning Services reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • American Planning Services sold 15,303 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $351K.
  • American Planning Services first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • American Planning Services's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $351K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.