DWM
BSJP

Denver Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Denver Wealth Management’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
Q2 		– Sell
-21,011
Closed -$472K – 72
2023
Q1 		$472K Buy
21,011
+2,488
+13% +$55.7K 0.33% 48
2022
Q4 		$410K Buy
18,523
+6,019
+48% +$133K 0.31% 48
2022
Q3 		$272K Buy
+12,504
New +$281K 0.26% 44

Other funds holding BSJP

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Denver Wealth Management's BSJP Position: Q2 2023 in Review

Denver Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2023, closing a stake of 21,011 shares — an estimated $472K sold.

Denver Wealth Management first reported a position in BSJP in Q3 2022 and held it in 3 quarters. The position peaked at $472K in Q1 2023. 132 funds tracked by Wall St. Rank hold BSJP as of Q2 2023.

  • Denver Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Denver Wealth Management sold 21,011 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $472K.
  • Denver Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Denver Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $472K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2023.

Based on Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.