Fusion Family Wealth’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Fusion Family Wealth’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
2025 Q3	–	Sell	-115,610	Closed	-$2.39M	–	48
2025 Q2	$2.39M	Sell	115,610 -2,894	-2%	-$66.7K	0.2%	20
2025 Q1	$2.45M	Hold	118,504	–	–	0.23%	20
2024 Q4	$2.45M	Sell	118,504 -1,000	-0.8%	-$23.1K	0.22%	20
2024 Q3	$2.47M	Buy	119,504 +8,944	+8%	+$206K	0.23%	20
2024 Q2	$2.26M	Sell	110,560 -1,469	-1%	-$33.7K	0.23%	20
2024 Q1	$2.29M	Sell	112,029 -15,065	-12%	-$344K	0.24%	20
2023 Q4	$2.6M	Hold	127,094	–	–	0.29%	19
2023 Q3	$2.56M	Buy	127,094 +19,945	+19%	+$451K	0.32%	19
2023 Q2	$2.16M	Sell	107,149 -23,964	-18%	-$537K	0.26%	20
2023 Q1	$2.66M	Buy	131,113 +7,440	+6%	+$167K	0.34%	18
2022 Q4	$2.49M	Buy	+123,673	New	+$2.74M	0.34%	18

Other funds holding BSJP

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

MCP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Fusion Family Wealth's BSJP Position: Q3 2025 in Review

Fusion Family Wealth sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 115,610 shares — an estimated $2.39M sold.

Fusion Family Wealth first reported a position in BSJP in Q4 2022 and held it in 11 quarters. The position peaked at $2.66M in Q1 2023. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

Fusion Family Wealth reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Fusion Family Wealth sold 115,610 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $2.39M.
Fusion Family Wealth first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
Fusion Family Wealth's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $2.66M in Q1 2023.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Fusion Family Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.