Anchor Investment Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Anchor Investment Management’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
2025 Q1	–	Sell	-400	Closed	-$9.23K	–	1041
2024 Q4	$9.23K	Hold	400	–	–	﹤0.01%	803
2024 Q3	$9.25K	Hold	400	–	–	﹤0.01%	799
2024 Q2	$9.16K	Hold	400	–	–	﹤0.01%	767
2024 Q1	$9.18K	Hold	400	–	–	﹤0.01%	795
2023 Q4	$9.09K	Hold	400	–	–	﹤0.01%	758
2023 Q3	$8.99K	Hold	400	–	–	﹤0.01%	761
2023 Q2	$9.02K	Hold	400	–	–	﹤0.01%	752
2023 Q1	$8.99K	Hold	400	–	–	﹤0.01%	761
2022 Q4	$8.84K	Hold	400	–	–	﹤0.01%	741
2022 Q3	$8.7K	Hold	400	–	–	﹤0.01%	738
2022 Q2	$8.78K	Hold	400	–	–	﹤0.01%	753
2022 Q1	$9.51K	Hold	400	–	–	﹤0.01%	763
2021 Q4	$9.82K	Hold	400	–	–	﹤0.01%	790
2021 Q3	$9.83K	Sell	400 -8,783	-96%	-$216K	﹤0.01%	724
2021 Q2	$227K	Buy	9,183 +36	+0.4%	+$887	0.03%	344
2021 Q1	$225K	Buy	9,147 +1,016	+12%	+$24.9K	0.03%	323
2020 Q4	$199K	Hold	8,131	–	–	0.04%	303
2020 Q3	$191K	Hold	8,131	–	–	0.04%	288
2020 Q2	$185K	Hold	8,131	–	–	0.04%	277
2020 Q1	$173K	Buy	8,131 +46	+0.6%	+$1.09K	0.04%	269
2019 Q4	$201K	Hold	8,085	–	–	0.04%	296
2019 Q3	$198K	Hold	8,085	–	–	0.05%	295
2019 Q2	$198K	Hold	8,085	–	–	0.05%	295
2019 Q1	$195K	Hold	8,085	–	–	0.05%	294
2018 Q4	$181K	Sell	8,085 -73	-0.9%	-$1.71K	0.05%	284
2018 Q3	$198K	Hold	8,158	–	–	0.05%	295
2018 Q2	$196K	Hold	8,158	–	–	0.05%	306
2018 Q1	$197K	Buy	8,158 +95	+1%	+$2.33K	0.05%	302
2017 Q4	$201K	Buy	+8,063	New	+$201K	0.05%	285

Other funds holding BSJP

MCP

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Anchor Investment Management's BSJP Position: Q1 2025 in Review

Anchor Investment Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 400 shares — an estimated $9.23K sold.

Anchor Investment Management first reported a position in BSJP in Q4 2017 and held it in 29 quarters. The position peaked at $227K in Q2 2021. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

Anchor Investment Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Anchor Investment Management sold 400 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $9.23K.
Anchor Investment Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2017 and held it in 29 quarters.
Anchor Investment Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $227K in Q2 2021.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.