Avestar Capital’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Avestar Capital’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
2022 Q2	–	Sell	-80,747	Closed	-$1.92M	–	301
2022 Q1	$1.92M	Sell	80,747 -4,951	-6%	-$119K	0.31%	58
2021 Q4	$2.1M	Buy	85,698 +3,237	+4%	+$79.3K	0.26%	82
2021 Q3	$2.03M	Buy	82,461 +18,220	+28%	+$449K	0.26%	88
2021 Q2	$1.59M	Buy	64,241 +5,130	+9%	+$126K	0.21%	125
2021 Q1	$1.46M	Buy	+59,111	New	+$1.45M	0.32%	62

Other funds holding BSJP

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Avestar Capital's BSJP Position: Q2 2022 in Review

Avestar Capital sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2022, closing a stake of 80,747 shares — an estimated $1.92M sold.

Avestar Capital first reported a position in BSJP in Q1 2021 and held it in 5 quarters. The position peaked at $2.1M in Q4 2021. 97 funds tracked by Wall St. Rank hold BSJP as of Q2 2022.

Avestar Capital reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 80,747 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $1.92M.
Avestar Capital first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Avestar Capital's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $2.1M in Q4 2021.
97 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.