Camelot Portfolios’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Camelot Portfolios’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 Q3	–	Sell	-103	Closed	-$2.36K	–	197
2024 Q2	$2.36K	Buy	+103	New	+$2.36K	﹤0.01%	518
2024 Q1	–	Sell	-17,378	Closed	-$395K	–	149
2023 Q4	$395K	Buy	17,378 +5,855	+51%	+$132K	0.23%	114
2023 Q3	$259K	Sell	11,523 -1,891	-14%	-$42.7K	0.25%	105
2023 Q2	$302K	Sell	13,414 -313	-2%	-$7.02K	0.19%	134
2023 Q1	$309K	Buy	+13,727	New	+$307K	0.21%	126

Other funds holding BSJP

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFG

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

RJFSA

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

Camelot Portfolios's BSJP Position: Q3 2024 in Review

Camelot Portfolios sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2024, closing a stake of 103 shares — an estimated $2.36K sold.

Camelot Portfolios first reported a position in BSJP in Q1 2023 and held it in 5 quarters. The position peaked at $395K in Q4 2023. 178 funds tracked by Wall St. Rank hold BSJP as of Q3 2024.

Camelot Portfolios reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Camelot Portfolios sold 103 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $2.36K.
Camelot Portfolios first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Camelot Portfolios's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $395K in Q4 2023.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.