BCWM
BSJP

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

Bartlett & Co 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
2022
Q3 		– Sell
-1,452
Closed -$31.9K – 1192
2022
Q2 		$31.9K Buy
+1,452
New +$33.3K ﹤0.01% 657

Other funds holding BSJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
IF
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

Bartlett & Co Wealth Management's BSJP Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2022, closing a stake of 1,452 shares — an estimated $31.9K sold.

Bartlett & Co Wealth Management first reported a position in BSJP in Q2 2022 and held it in 1 quarter. The position peaked at $31.9K in Q2 2022. 101 funds tracked by Wall St. Rank hold BSJP as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,452 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $31.9K.
  • Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $31.9K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.