EFG
BSJP

Ehrlich Financial Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Ehrlich Financial Group’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
-10,995
Closed -$252K – 112
2024
Q2 		$252K Buy
+10,995
New +$252K 0.2% 84

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
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
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

Ehrlich Financial Group's BSJP Position: Q3 2024 in Review

Ehrlich Financial Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2024, closing a stake of 10,995 shares — an estimated $252K sold.

Ehrlich Financial Group first reported a position in BSJP in Q2 2024 and held it in 1 quarter. The position peaked at $252K in Q2 2024. 178 funds tracked by Wall St. Rank hold BSJP as of Q3 2024.

  • Ehrlich Financial Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 10,995 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $252K.
  • Ehrlich Financial Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Ehrlich Financial Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $252K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2024.

Based on Ehrlich Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.