GIA
BSJP

Gladstone Institutional Advisory’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Gladstone Institutional Advisory’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
-66,398
Closed -$1.53M – 788
2025
Q2 		$1.53M Buy
66,398
+334
+0.5% +$7.7K 0.06% 280
2025
Q1 		$1.52M Buy
66,064
+1,049
+2% +$24.2K 0.07% 265
2024
Q4 		$1.5M Buy
65,015
+1,745
+3% +$40.3K 0.07% 270
2024
Q3 		$1.46M Buy
63,270
+4,795
+8% +$111K 0.07% 267
2024
Q2 		$1.34M Buy
58,475
+1,952
+3% +$44.8K 0.07% 275
2024
Q1 		$1.3M Buy
56,523
+5,242
+10% +$120K 0.07% 268
2023
Q4 		$1.17M Sell
51,281
-663
-1% -$15K 0.07% 269
2023
Q3 		$1.17M Buy
51,944
+3,204
+7% +$72.4K 0.08% 244
2023
Q2 		$1.1M Buy
48,740
+1,411
+3% +$31.6K 0.07% 262
2023
Q1 		$1.06M Buy
47,329
+932
+2% +$20.9K 0.07% 274
2022
Q4 		$1.03M Hold
46,397
– – 0.07% 268
2022
Q3 		$1.01M Sell
46,397
-125
-0.3% -$2.81K 0.08% 265
2022
Q2 		$1.02M Sell
46,522
-1,371
-3% -$31.5K 0.08% 265
2022
Q1 		$1.14M Buy
47,893
+6,027
+14% +$145K 0.08% 272
2021
Q4 		$1.03M Buy
+41,866
New +$1.03M 0.08% 260

Other funds holding BSJP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wells Fargo
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

Gladstone Institutional Advisory's BSJP Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 66,398 shares — an estimated $1.53M sold.

Gladstone Institutional Advisory first reported a position in BSJP in Q4 2021 and held it in 15 quarters. The position peaked at $1.53M in Q2 2025. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 66,398 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $1.53M.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2021 and held it in 15 quarters.
  • Gladstone Institutional Advisory's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.53M in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.