BFA
BSJP

Beaumont Financial Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Beaumont Financial Advisors’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
2023
Q1 		– Sell
-14,043
Closed -$310K – 320
2022
Q4 		$310K Buy
14,043
+42
+0.3% +$931 0.03% 246
2022
Q3 		$305K Sell
14,001
-453
-3% -$10.2K 0.03% 233
2022
Q2 		$317K Sell
14,454
-1,288
-8% -$29.6K 0.03% 229
2022
Q1 		$374K Sell
15,742
-306
-2% -$7.34K 0.03% 242
2021
Q4 		$394K Sell
16,048
-555
-3% -$13.6K 0.03% 240
2021
Q3 		$408K Sell
16,603
-569
-3% -$14K 0.03% 231
2021
Q2 		$424K Sell
17,172
-815
-5% -$20.1K 0.03% 239
2021
Q1 		$442K Sell
17,987
-515
-3% -$12.6K 0.04% 211
2020
Q4 		$453K Sell
18,502
-34,523
-65% -$830K 0.04% 207
2020
Q3 		$1.25M Sell
53,025
-3,201
-6% -$75.4K 0.12% 124
2020
Q2 		$1.28M Sell
56,226
-8,778
-14% -$196K 0.13% 122
2020
Q1 		$1.39M Buy
+65,004
New +$1.54M 0.17% 90

Other funds holding BSJP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Beaumont Financial Advisors's BSJP Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2023, closing a stake of 14,043 shares — an estimated $310K sold.

Beaumont Financial Advisors first reported a position in BSJP in Q1 2020 and held it in 12 quarters. The position peaked at $1.39M in Q1 2020. 130 funds tracked by Wall St. Rank hold BSJP as of Q1 2023.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 14,043 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $310K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2020 and held it in 12 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2020.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.