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

Bradley & Co Private 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	-4,064	Closed	-$89K	–	180
2022 Q2	$89K	Hold	4,064	–	–	0.1%	65
2022 Q1	$97K	Hold	4,064	–	–	0.08%	64
2021 Q4	$100K	Hold	4,064	–	–	0.08%	68
2021 Q3	$100K	Hold	4,064	–	–	0.09%	68
2021 Q2	$100K	Hold	4,064	–	–	0.09%	73
2021 Q1	$100K	Buy	+4,064	New	+$99.5K	0.09%	73

Other funds holding BSJP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2022, closing a stake of 4,064 shares — an estimated $89K sold.

Bradley & Co Private Wealth Management first reported a position in BSJP in Q1 2021 and held it in 6 quarters. The position peaked at $100K in Q4 2021. 101 funds tracked by Wall St. Rank hold BSJP as of Q3 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 4,064 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $89K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $100K in Q4 2021.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.