AAS
BSJP

Avantax Advisory Services’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Avantax Advisory 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
2025
Q2 		$233K Sell
10,082
-15,723
-61% -$363K ﹤0.01% 2098
2025
Q1 		$595K Sell
25,805
-8,018
-24% -$185K ﹤0.01% 1395
2024
Q4 		$780K Buy
33,823
+4,699
+16% +$109K ﹤0.01% 1170
2024
Q3 		$673K Buy
29,124
+2,819
+11% +$65K ﹤0.01% 1230
2024
Q2 		$603K Buy
26,305
+4,687
+22% +$108K ﹤0.01% 1251
2024
Q1 		$496K Buy
21,618
+4,111
+23% +$94K ﹤0.01% 1042
2023
Q4 		$398K Buy
17,507
+1,182
+7% +$26.7K ﹤0.01% 1095
2023
Q3 		$367K Buy
16,325
+895
+6% +$20.2K ﹤0.01% 1085
2023
Q2 		$348K Buy
15,430
+840
+6% +$18.8K ﹤0.01% 1104
2023
Q1 		$328K Buy
14,590
+4,151
+40% +$92.9K ﹤0.01% 1103
2022
Q4 		$231K Buy
+10,439
New +$231K ﹤0.01% 1239

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Avantax Advisory Services's BSJP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 61% in Q2 2025, selling an estimated $363K and leaving 10,082 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Avantax Advisory Services first reported a position in BSJP in Q4 2022 and has held it in 11 quarters since. The position peaked at $780K in Q4 2024. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

  • Avantax Advisory Services held 10,082 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $233K as of Q2 2025.
  • Avantax Advisory Services sold 15,723 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $363K.
  • Invesco BulletShares 2025 High Yield Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2098 holding.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • Avantax Advisory Services's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $780K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.