IAA
BSJP

Independent Advisor Alliance’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-96,224
Closed -$2.22M – 862
2024
Q4 		$2.22M Buy
+96,224
New +$2.22M 0.03% 483

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Independent Advisor Alliance's BSJP Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 96,224 shares — an estimated $2.22M sold.

Independent Advisor Alliance first reported a position in BSJP in Q4 2024 and held it in 1 quarter. The position peaked at $2.22M in Q4 2024. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 96,224 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.22M.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $2.22M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.