CIA
BSJP

Cape Investment Advisory’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Cape Investment Advisory’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
Q4 		– Sell
-250
Closed -$5.62K – 1139
2023
Q3 		$5.62K Hold
250
– – ﹤0.01% 647
2023
Q2 		$5.64K Buy
+250
New +$5.61K ﹤0.01% 636

Other funds holding BSJP

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cape Investment Advisory's BSJP Position: Q4 2023 in Review

Cape Investment Advisory sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2023, closing a stake of 250 shares — an estimated $5.62K sold.

Cape Investment Advisory first reported a position in BSJP in Q2 2023 and held it in 2 quarters. The position peaked at $5.64K in Q2 2023. 150 funds tracked by Wall St. Rank hold BSJP as of Q4 2023.

  • Cape Investment Advisory reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 250 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $5.62K.
  • Cape Investment Advisory first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Cape Investment Advisory's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $5.64K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.