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

Mariner Independent Advisor Network’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
2022 Q2	–	Sell	-10,475	Closed	-$248K	–	548
2022 Q1	$248K	Hold	10,475	–	–	0.01%	496
2021 Q4	$257K	Hold	10,475	–	–	0.01%	434
2021 Q3	$257K	Buy	+10,475	New	+$258K	0.01%	447
2021 Q2	–	Sell	-11,153	Closed	-$274K	–	512
2021 Q1	$274K	Sell	11,153 -716	-6%	-$17.5K	0.01%	412
2020 Q4	$291K	Buy	+11,869	New	+$285K	0.02%	381

Other funds holding BSJP

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Mariner Independent Advisor Network's BSJP Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2022, closing a stake of 10,475 shares — an estimated $248K sold.

Mariner Independent Advisor Network first reported a position in BSJP in Q4 2020 and held it in 5 quarters. The position peaked at $291K in Q4 2020. 97 funds tracked by Wall St. Rank hold BSJP as of Q2 2022.

Mariner Independent Advisor Network reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,475 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $248K.
Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Mariner Independent Advisor Network's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $291K in Q4 2020.
97 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.