Leo Wealth LLC’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Leo Wealth LLC’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	-206,218	Closed	-$4.76M	–	300
2025 Q2	$4.76M	Buy	+206,218	New	+$4.76M	0.37%	52
2025 Q1	–	Sell	-93,496	Closed	-$2.16M	–	281
2024 Q4	$2.16M	Buy	93,496 +35,116	+60%	+$812K	0.19%	91
2024 Q3	$1.35M	Buy	58,380 +14,559	+33%	+$336K	0.12%	130
2024 Q2	$1.01M	Hold	43,821	–	–	0.1%	144
2024 Q1	$1M	Hold	43,821	–	–	0.1%	151
2023 Q4	$1.01M	Buy	+43,821	New	+$989K	0.1%	143

Other funds holding BSJP

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

MCP

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Leo Wealth LLC's BSJP Position: Q3 2025 in Review

Leo Wealth LLC sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 206,218 shares — an estimated $4.76M sold.

Leo Wealth LLC first reported a position in BSJP in Q4 2023 and held it in 6 quarters. The position peaked at $4.76M in Q2 2025. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

Leo Wealth LLC reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Leo Wealth LLC sold 206,218 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $4.76M.
Leo Wealth LLC first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Leo Wealth LLC's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $4.76M in Q2 2025.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.