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

Cetera Advisors’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	$21.8M	Buy	948,270 +243,988	+35%	+$5.58M	0.17%	118
2023 Q4	$16M	Buy	704,282 +145,808	+26%	+$3.29M	0.22%	96
2023 Q3	$12.6M	Buy	558,474 +72,443	+15%	+$1.64M	0.2%	111
2023 Q2	$11M	Buy	486,031 +144,933	+42%	+$3.25M	0.17%	136
2023 Q1	$7.67M	Buy	341,098 +22,252	+7%	+$498K	0.13%	170
2022 Q4	$7.05M	Buy	318,846 +27,078	+9%	+$600K	0.13%	171
2022 Q3	$6.35M	Buy	291,768 +24,638	+9%	+$553K	0.17%	139
2022 Q2	$5.86M	Buy	267,130 +22,235	+9%	+$510K	0.13%	159
2022 Q1	$5.82M	Buy	244,895 +12,595	+5%	+$302K	0.12%	178
2021 Q4	$5.71M	Sell	232,300 -9,409	-4%	-$230K	0.12%	182
2021 Q3	$5.94M	Buy	241,709 +36,606	+18%	+$902K	0.12%	181
2021 Q2	$5.07M	Buy	205,103 +20,848	+11%	+$514K	0.12%	182
2021 Q1	$4.52M	Buy	184,255 +24,931	+16%	+$610K	0.12%	168
2020 Q4	$3.9M	Buy	159,324 +30,763	+24%	+$740K	0.13%	162
2020 Q3	$3.02M	Buy	128,561 +3,853	+3%	+$90.7K	0.11%	177
2020 Q2	$2.84M	Buy	124,708 +5,380	+5%	+$120K	0.12%	175
2020 Q1	$2.54M	Buy	119,328 +28,573	+31%	+$676K	0.14%	165
2019 Q4	$2.25M	Buy	90,755 +15,520	+21%	+$381K	0.1%	211
2019 Q3	$1.84M	Buy	75,235 +5,056	+7%	+$124K	0.08%	234
2019 Q2	$1.72M	Buy	70,179 +2,387	+4%	+$57.9K	0.08%	247
2019 Q1	$1.63M	Buy	67,792 +4,410	+7%	+$104K	0.08%	241
2018 Q4	$1.43M	Buy	63,382 +11,513	+22%	+$270K	0.08%	237
2018 Q3	$1.26M	Buy	51,869 +16,389	+46%	+$397K	0.06%	293
2018 Q2	$855K	Buy	+35,480	New	+$857K	0.05%	355

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

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

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

Cetera Advisors's BSJP Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 35% in Q1 2024, buying an estimated $5.58M and bringing the position to 948,270 shares worth $21.8M. The position accounts for 0.17% of the portfolio, ranked #118.

Cetera Advisors first reported a position in BSJP in Q2 2018 and has held it in 24 quarters since. 160 funds tracked by Wall St. Rank hold BSJP as of Q1 2024.

Cetera Advisors held 948,270 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $21.8M as of Q1 2024.
Cetera Advisors bought 243,988 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $5.58M.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.17% of Cetera Advisors's portfolio in Q1 2024, its #118 holding.
Cetera Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2018 and has held it in 24 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.