Avior Wealth Management
BSJS icon

Avior Wealth Management’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Avior Wealth Management’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-686
Closed -$14.9K – 950
2024
Q4 		$14.9K Buy
+686
New +$15.1K ﹤0.01% 1496

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UBS Group
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Equitable Holdings
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Mercer Global Advisors
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SIC
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Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Avior Wealth Management sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2025, closing a stake of 686 shares — an estimated $14.9K sold.

Avior Wealth Management first reported a position in BSJS in Q4 2024 and held it in 1 quarter. The position peaked at $14.9K in Q4 2024. 107 funds tracked by Wall St. Rank hold BSJS as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 686 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $14.9K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $14.9K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2025.

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