Benjamin F. Edwards & Company’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$53K	Buy	2,320 +478	+26%	+$11K	﹤0.01%	1310
2024 Q1	$42K	Buy	1,842 +87	+5%	+$1.99K	﹤0.01%	1348
2023 Q4	$40K	Buy	1,755 +1,516	+634%	+$34.2K	﹤0.01%	1303
2023 Q3	$5K	Sell	239 -2,500	-91%	-$56.5K	﹤0.01%	1542
2023 Q2	$62K	Sell	2,739 -1,500	-35%	-$33.6K	﹤0.01%	1033
2023 Q1	$95K	Hold	4,239	–	–	﹤0.01%	925
2022 Q4	$94K	Buy	4,239 +239	+6%	+$5.3K	﹤0.01%	918
2022 Q3	$87K	Hold	4,000	–	–	﹤0.01%	896
2022 Q2	$88K	Buy	+4,000	New	+$91.8K	﹤0.01%	895

Other funds holding BSJP

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

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's BSJP Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 26% in Q2 2024, buying an estimated $11K and bringing the position to 2,320 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Benjamin F. Edwards & Company first reported a position in BSJP in Q2 2022 and has held it in 9 quarters since. The position peaked at $95K in Q1 2023. 186 funds tracked by Wall St. Rank hold BSJP as of Q2 2024.

Benjamin F. Edwards & Company held 2,320 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $53K as of Q2 2024.
Benjamin F. Edwards & Company bought 478 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $11K.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1310 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2022 and has held it in 9 quarters since.
Benjamin F. Edwards & Company's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $95K in Q1 2023.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.