Atria Wealth Solutions’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-21,566	Closed	-$497K	–	1510
2025 Q1	$497K	Sell	21,566 -8,055	-27%	-$186K	0.01%	1205
2024 Q4	$683K	Sell	29,621 -34,077	-53%	-$788K	0.01%	1092
2024 Q3	$1.47M	Buy	63,698 +1,768	+3%	+$40.7K	0.02%	762
2024 Q2	$1.42M	Buy	61,930 +10,774	+21%	+$247K	0.02%	752
2024 Q1	$1.17M	Buy	51,156 +25,055	+96%	+$573K	0.01%	840
2023 Q4	$593K	Buy	26,101 +4,748	+22%	+$107K	0.01%	1124
2023 Q3	$480K	Buy	21,353 +5,070	+31%	+$115K	0.01%	1146
2023 Q2	$367K	Buy	16,283 +3,710	+30%	+$83.2K	0.01%	1319
2023 Q1	$283K	Buy	+12,573	New	+$281K	﹤0.01%	1453
2022 Q2	–	Sell	-8,770	Closed	-$208K	–	1657
2022 Q1	$208K	Buy	+8,770	New	+$210K	﹤0.01%	1577

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

MAM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Atria Wealth Solutions's BSJP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2025, closing a stake of 21,566 shares — an estimated $497K sold.

Atria Wealth Solutions first reported a position in BSJP in Q1 2022 and held it in 10 quarters. The position peaked at $1.47M in Q3 2024. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 21,566 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $497K.
Atria Wealth Solutions first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.47M in Q3 2024.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.