International Assets Investment Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

International Assets Investment 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
2024 Q3	–	Sell	-442	Closed	-$10.1K	–	1858
2024 Q2	$10.1K	Buy	+442	New	+$10.1K	﹤0.01%	1663
2023 Q4	–	Sell	-15,499	Closed	-$509K	–	758
2023 Q3	$509K	Buy	+15,499	New	+$350K	0.07%	265

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 $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

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

International Assets Investment Management's BSJP Position: Q3 2024 in Review

International Assets Investment Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2024, closing a stake of 442 shares — an estimated $10.1K sold.

International Assets Investment Management first reported a position in BSJP in Q3 2023 and held it in 2 quarters. The position peaked at $509K in Q3 2023. 178 funds tracked by Wall St. Rank hold BSJP as of Q3 2024.

International Assets Investment Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
International Assets Investment Management sold 442 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $10.1K.
International Assets Investment Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
International Assets Investment Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $509K in Q3 2023.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.