Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,457	Closed	-$33K	–	619
2024 Q3	$33K	Buy	1,457 +821	+129%	+$18.9K	0.01%	564
2024 Q2	$14K	Buy	+636	New	+$14.6K	﹤0.01%	741

Other funds holding BSJP

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $424B AUM 22.96% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

DIM

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSJP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 1,457 shares — an estimated $33K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSJP in Q2 2024 and held it in 2 quarters. The position peaked at $33K in Q3 2024. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,457 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $33K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $33K in Q3 2024.
185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.