Financial Gravity Asset Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-278	Closed	-$6.32K	–	1464
2024 Q1	$6.32K	Hold	278	–	–	﹤0.01%	545
2023 Q4	$6.31K	Buy	+278	New	+$6.27K	﹤0.01%	560
2021 Q3	$25K	Buy	+68	New	+$1.68K	0.01%	748

Other funds holding BSJP

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Asset Management's BSJP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2024, closing a stake of 278 shares — an estimated $6.32K sold.

Financial Gravity Asset Management first reported a position in BSJP in Q3 2021 and held it in 3 quarters. The position peaked at $25K in Q3 2021. 186 funds tracked by Wall St. Rank hold BSJP as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 278 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $6.32K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $25K in Q3 2021.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.