Gill Capital Partners’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Gill Capital Partners’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
2023 Q3	–	Sell	-10,834	Closed	-$244K	–	126
2023 Q2	$244K	Sell	10,834 -1,984	-15%	-$44.5K	0.1%	105
2023 Q1	$288K	Buy	12,818 +16	+0.1%	+$358	0.13%	89
2022 Q4	$283K	Buy	12,802 +16	+0.1%	+$355	0.13%	87
2022 Q3	$278K	Buy	+12,786	New	+$287K	0.15%	84

Other funds holding BSJP

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

SFG

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Gill Capital Partners's BSJP Position: Q3 2023 in Review

Gill Capital Partners sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2023, closing a stake of 10,834 shares — an estimated $244K sold.

Gill Capital Partners first reported a position in BSJP in Q3 2022 and held it in 4 quarters. The position peaked at $288K in Q1 2023. 144 funds tracked by Wall St. Rank hold BSJP as of Q3 2023.

Gill Capital Partners reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Gill Capital Partners sold 10,834 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $244K.
Gill Capital Partners first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
Gill Capital Partners's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $288K in Q1 2023.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2023.

Based on Gill Capital Partners's 13F filing for Q3 2023, filed 25 Oct 2023.