Avior Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Avior Wealth 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	-3,346	Closed	-$77.2K	–	948
2024 Q4	$77.2K	Buy	3,346 +1,300	+64%	+$30.1K	﹤0.01%	979
2024 Q3	$47.3K	Hold	2,046	–	–	﹤0.01%	1138
2024 Q2	$46.9K	Sell	2,046 -44	-2%	-$1.01K	﹤0.01%	1113
2024 Q1	$48K	Hold	2,090	–	–	﹤0.01%	1251
2023 Q4	$47.5K	Hold	2,090	–	–	﹤0.01%	735
2023 Q3	$47K	Buy	+2,090	New	+$47.2K	﹤0.01%	773
2021 Q1	–	Sell	-1,337	Closed	-$32K	–	1013
2020 Q4	$32K	Buy	1,337 +17	+1%	+$409	﹤0.01%	538
2020 Q3	$31K	Buy	+1,320	New	+$31.1K	﹤0.01%	543

Other funds holding BSJP

MCP

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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

Avior Wealth Management's BSJP Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 3,346 shares — an estimated $77.2K sold.

Avior Wealth Management first reported a position in BSJP in Q3 2020 and held it in 8 quarters. The position peaked at $77.2K in Q4 2024. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

Avior Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,346 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $77.2K.
Avior Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Avior Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $77.2K in Q4 2024.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.