MTWM
BSJP

Masso Torrence Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Masso Torrence Wealth 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
2025
Q3 		$600K Hold
26,017
– – 0.25% 57
2025
Q2 		$600K Hold
26,017
– – 0.28% 59
2025
Q1 		$600K Sell
26,017
-8,065
-24% -$186K 0.32% 53
2024
Q4 		$786K Sell
34,082
-1,720
-5% -$39.8K 0.41% 45
2024
Q3 		$828K Sell
35,802
-7,595
-18% -$175K 0.45% 43
2024
Q2 		$994K Buy
43,397
+215
+0.5% +$4.94K 0.55% 38
2024
Q1 		$991K Buy
43,182
+18
+0% +$412 0.59% 39
2023
Q4 		$981K Buy
43,164
+23
+0.1% +$519 0.67% 33
2023
Q3 		$970K Buy
43,141
+17
+0% +$384 0.75% 35
2023
Q2 		$972K Sell
43,124
-3,152
-7% -$70.7K 0.7% 35
2023
Q1 		$1.04M Buy
46,276
+15
+0% +$336 0.82% 33
2022
Q4 		$1.02M Buy
46,261
+17,840
+63% +$396K 0.82% 36
2022
Q3 		$618K Buy
28,421
+11,597
+69% +$261K 0.55% 38
2022
Q2 		$369K Buy
16,824
+11
+0.1% +$252 0.32% 54
2022
Q1 		$400K Sell
16,813
-745
-4% -$17.9K 0.32% 52
2021
Q4 		$431K Buy
+17,558
New +$430K 0.3% 60

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 $710M AUM 18.48% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Masso Torrence Wealth Management's BSJP Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) position steady in Q3 2025 at 26,017 shares worth $600K. The position accounts for 0.25% of the portfolio, ranked #57.

Masso Torrence Wealth Management first reported a position in BSJP in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.04M in Q1 2023. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

  • Masso Torrence Wealth Management held 26,017 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $600K as of Q3 2025.
  • Masso Torrence Wealth Management left its Invesco BulletShares 2025 High Yield Corporate Bond ETF share count unchanged in Q3 2025.
  • Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.25% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #57 holding.
  • Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.04M in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.