Freedom Investment Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Freedom Investment 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 Q4	–	Sell	-9,692	Closed	-$224K	–	757
2024 Q3	$224K	Sell	9,692 -223	-2%	-$5.14K	0.02%	688
2024 Q2	$227K	Sell	9,915 -289	-3%	-$6.63K	0.02%	681
2024 Q1	$234K	Sell	10,204 -996	-9%	-$22.8K	0.02%	690
2023 Q4	$255K	Sell	11,200 -620	-5%	-$14K	0.02%	644
2023 Q3	$266K	Buy	+11,820	New	+$267K	0.03%	544
2022 Q1	–	Sell	-41,969	Closed	-$1.03M	–	799
2021 Q4	$1.03M	Sell	41,969 -122	-0.3%	-$2.99K	0.08%	337
2021 Q3	$1.03M	Buy	42,091 +1,522	+4%	+$37.5K	0.08%	313
2021 Q2	$1M	Buy	40,569 +6,225	+18%	+$153K	0.07%	326
2021 Q1	$843K	Buy	+34,344	New	+$841K	0.07%	353

Other funds holding BSJP

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 $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

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

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management's BSJP Position: Q4 2024 in Review

Freedom Investment Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 9,692 shares — an estimated $224K sold.

Freedom Investment Management first reported a position in BSJP in Q1 2021 and held it in 9 quarters. The position peaked at $1.03M in Q3 2021. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

Freedom Investment Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 9,692 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $224K.
Freedom Investment Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Freedom Investment Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.03M in Q3 2021.
185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.