FI
BSJP

FormulaFolio Investments’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-71,553
Closed -$1.75M – 503
2020
Q4 		$1.75M Buy
+71,553
New +$1.72M 0.04% 264

Other funds holding BSJP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FormulaFolio Investments's BSJP Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2021, closing a stake of 71,553 shares — an estimated $1.75M sold.

FormulaFolio Investments first reported a position in BSJP in Q4 2020 and held it in 1 quarter. The position peaked at $1.75M in Q4 2020. 68 funds tracked by Wall St. Rank hold BSJP as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 71,553 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $1.75M.
  • FormulaFolio Investments first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.75M in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.