IFG
BSJP

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

Independent 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
2025
Q3 		– Sell
-11,797
Closed -$272K – 1361
2025
Q2 		$272K Sell
11,797
-624
-5% -$14.4K 0.01% 1081
2025
Q1 		$286K Buy
+12,421
New +$287K 0.01% 954

Other funds holding BSJP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Independent Financial Group's BSJP Position: Q3 2025 in Review

Independent Financial Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 11,797 shares — an estimated $272K sold.

Independent Financial Group first reported a position in BSJP in Q1 2025 and held it in 2 quarters. The position peaked at $286K in Q1 2025. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

  • Independent Financial Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 11,797 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $272K.
  • Independent Financial Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Independent Financial Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $286K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.