BCI
BSJP

Brinker Capital Investments’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-9,594
Closed -$222K – 1829
2024
Q3 		$222K Sell
9,594
-181
-2% -$4.17K ﹤0.01% 1668
2024
Q2 		$224K Buy
+9,775
New +$224K ﹤0.01% 1588

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments's BSJP Position: Q4 2024 in Review

Brinker Capital Investments sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 9,594 shares — an estimated $222K sold.

Brinker Capital Investments first reported a position in BSJP in Q2 2024 and held it in 2 quarters. The position peaked at $224K in Q2 2024. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

  • Brinker Capital Investments reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 9,594 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $222K.
  • Brinker Capital Investments first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Brinker Capital Investments's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $224K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on Brinker Capital Investments's 13F filing for Q4 2024, filed 1 Aug 2025.