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	-619	Closed	-$14.1K	–	1571
2024 Q1	$14.1K	Buy	619 +313	+102%	+$7.16K	﹤0.01%	639
2023 Q4	$6.92K	Buy	306 +278	+993%	+$6.27K	﹤0.01%	833
2023 Q3	$613	Buy	28 +5	+22%	+$113	﹤0.01%	801
2023 Q2	$549	Buy	+23	New	+$516	﹤0.01%	985
2023 Q1	–	Sell	-22	Closed	-$587	–	1197
2022 Q4	$587	Buy	+22	New	+$488	﹤0.01%	783
2022 Q1	–	Sell	-125	Closed	-$1.33K	–	913
2021 Q4	$1.33K	Buy	125 +57	+84%	+$1.4K	0.03%	363
2021 Q3	$25K	Buy	+68	New	+$1.68K	0.01%	748

Other funds holding BSJP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 619 shares — an estimated $14.1K sold.

Financial Gravity Asset Management first reported a position in BSJP in Q3 2021 and held it in 7 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 619 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $14.1K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2021 and held it in 7 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.