HighTower Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

HighTower Advisors’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 Q3	–	Sell	-40,256	Closed	-$924K	–	3765
2024 Q2	$924K	Buy	+40,256	New	+$924K	﹤0.01%	1897
2023 Q1	–	Sell	-162,004	Closed	-$3.58M	–	3430
2022 Q4	$3.58M	Sell	162,004 -25,862	-14%	-$574K	0.01%	987
2022 Q3	$4.09M	Sell	187,866 -5,407	-3%	-$121K	0.01%	882
2022 Q2	$4.25M	Sell	193,273 -5,427	-3%	-$125K	0.01%	895
2022 Q1	$4.73M	Buy	198,700 +2,400	+1%	+$57.6K	0.01%	919
2021 Q4	$4.82M	Buy	196,300 +4,941	+3%	+$121K	0.01%	927
2021 Q3	$4.7M	Buy	191,359 +2,987	+2%	+$73.6K	0.01%	844
2021 Q2	$4.65M	Buy	+188,372	New	+$4.64M	0.01%	827

Other funds holding BSJP

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

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

SFG

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors's BSJP Position: Q3 2024 in Review

HighTower Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2024, closing a stake of 40,256 shares — an estimated $924K sold.

HighTower Advisors first reported a position in BSJP in Q2 2021 and held it in 8 quarters. The position peaked at $4.82M in Q4 2021. 178 funds tracked by Wall St. Rank hold BSJP as of Q3 2024.

HighTower Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 40,256 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $924K.
HighTower Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
HighTower Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $4.82M in Q4 2021.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.