GAMMA Investing’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

GAMMA Investing’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	-8,592	Closed	-$199K	–	3786
2024 Q3	$199K	Sell	8,592 -1,073	-11%	-$24.7K	0.02%	629
2024 Q2	$221K	Buy	+9,665	New	+$222K	0.03%	468

Other funds holding BSJP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

GAMMA Investing's BSJP Position: Q4 2024 in Review

GAMMA Investing sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 8,592 shares — an estimated $199K sold.

GAMMA Investing first reported a position in BSJP in Q2 2024 and held it in 2 quarters. The position peaked at $221K in Q2 2024. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

GAMMA Investing reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
GAMMA Investing sold 8,592 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $199K.
GAMMA Investing first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
GAMMA Investing's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $221K in Q2 2024.
185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on GAMMA Investing's 13F filing for Q4 2024, filed 3 Jan 2025.