ETI
BSJP

Enterprise Trust & Investment’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Enterprise Trust & Investment’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
2022
Q2 		$44K Hold
2,000
– – 0.02% 136
2022
Q1 		$48K Hold
2,000
– – 0.02% 127
2021
Q4 		$49K Hold
2,000
– – 0.02% 135
2021
Q3 		$49K Buy
+2,000
New +$49.3K 0.02% 135

Other funds holding BSJP

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Enterprise Trust & Investment's BSJP Position: Q2 2022 in Review

Enterprise Trust & Investment held its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) position steady in Q2 2022 at 2,000 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #136.

Enterprise Trust & Investment first reported a position in BSJP in Q3 2021 and has held it in 4 quarters since. The position peaked at $49K in Q4 2021. 97 funds tracked by Wall St. Rank hold BSJP as of Q2 2022.

  • Enterprise Trust & Investment held 2,000 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $44K as of Q2 2022.
  • Enterprise Trust & Investment left its Invesco BulletShares 2025 High Yield Corporate Bond ETF share count unchanged in Q2 2022.
  • Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.02% of Enterprise Trust & Investment's portfolio in Q2 2022, its #136 holding.
  • Enterprise Trust & Investment first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • Enterprise Trust & Investment's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $49K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.