Cetera Advisor Networks’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Cetera Advisor Networks’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 Q1	$3.03M	Buy	132,086 +17,035	+15%	+$390K	0.02%	837
2023 Q4	$2.62M	Buy	115,051 +58,071	+102%	+$1.31M	0.01%	844
2023 Q3	$1.28M	Buy	+56,980	New	+$1.29M	0.01%	1121
2020 Q3	–	Sell	-820	Closed	-$19K	–	1449
2020 Q2	$19K	Buy	+820	New	+$18.3K	﹤0.01%	2406

Other funds holding BSJP

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

MCP

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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

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

Cetera Advisor Networks's BSJP Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 15% in Q1 2024, buying an estimated $390K and bringing the position to 132,086 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #837.

Cetera Advisor Networks first reported a position in BSJP in Q2 2020 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold BSJP as of Q1 2024.

Cetera Advisor Networks held 132,086 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $3.03M as of Q1 2024.
Cetera Advisor Networks bought 17,035 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $390K.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #837 holding.
Cetera Advisor Networks first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
160 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.