EI
BSJP

Ellevest Inc’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Ellevest Inc’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
2020
Q2 		– Sell
-1,381
Closed -$29K – 1145
2020
Q1 		$29K Buy
1,381
+6
+0.4% +$142 0.01% 353
2019
Q4 		$34K Hold
1,375
– – 0.01% 280
2019
Q3 		$34K Hold
1,375
– – 0.01% 143
2019
Q2 		$34K Hold
1,375
– – 0.01% 152
2019
Q1 		$33K Hold
1,375
– – 0.02% 110
2018
Q4 		$31K Buy
+1,375
New +$32.2K 0.02% 220

Other funds holding BSJP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ellevest Inc's BSJP Position: Q2 2020 in Review

Ellevest Inc sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2020, closing a stake of 1,381 shares — an estimated $29K sold.

Ellevest Inc first reported a position in BSJP in Q4 2018 and held it in 6 quarters. The position peaked at $34K in Q4 2019. 41 funds tracked by Wall St. Rank hold BSJP as of Q2 2020.

  • Ellevest Inc reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 1,381 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $29K.
  • Ellevest Inc first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
  • Ellevest Inc's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $34K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.