GFG
BSJP

Goldstone Financial Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Goldstone Financial Group’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
Q1 		– Sell
-11,126
Closed -$253K – 167
2023
Q4 		$253K Sell
11,126
-315
-3% -$7.11K 0.07% 136
2023
Q3 		$257K Buy
11,441
+150
+1% +$3.39K 0.08% 128
2023
Q2 		$255K Sell
11,291
-8,167
-42% -$183K 0.07% 144
2023
Q1 		$437K Buy
+19,458
New +$436K 0.14% 91

Other funds holding BSJP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldstone Financial Group's BSJP Position: Q1 2024 in Review

Goldstone Financial Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2024, closing a stake of 11,126 shares — an estimated $253K sold.

Goldstone Financial Group first reported a position in BSJP in Q1 2023 and held it in 4 quarters. The position peaked at $437K in Q1 2023. 160 funds tracked by Wall St. Rank hold BSJP as of Q1 2024.

  • Goldstone Financial Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 11,126 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $253K.
  • Goldstone Financial Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Goldstone Financial Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $437K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.