Harrison & Co Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Harrison & Co Wealth Management’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
2022 Q4	$2.31M	Buy	104,317 +2,747	+3%	+$60.9K	2.23%	8
2022 Q3	$2.21M	Sell	101,570 -8,112	-7%	-$182K	2.34%	10
2022 Q2	$2.41M	Buy	109,682 +5,087	+5%	+$117K	2.29%	11
2022 Q1	$2.49M	Buy	104,595 +6,065	+6%	+$145K	2.18%	12
2021 Q4	$2.42M	Buy	+98,530	New	+$2.41M	2.04%	13

Other funds holding BSJP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harrison & Co Wealth Management's BSJP Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 2.7% in Q4 2022, buying an estimated $60.9K and bringing the position to 104,317 shares worth $2.31M. The position accounts for 2.23% of the portfolio, ranked #8.

Harrison & Co Wealth Management first reported a position in BSJP in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.49M in Q1 2022. 114 funds tracked by Wall St. Rank hold BSJP as of Q4 2022.

Harrison & Co Wealth Management held 104,317 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $2.31M as of Q4 2022.
Harrison & Co Wealth Management bought 2,747 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $60.9K.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 2.23% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #8 holding.
Harrison & Co Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $2.49M in Q1 2022.
114 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.