MWM
BSJP

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

MBE 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
2020
Q2 		– Sell
-62
Closed -$1K – 107
2020
Q1 		$1K Buy
+62
New +$1.47K ﹤0.01% 493

Other funds holding BSJP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MBE Wealth Management's BSJP Position: Q2 2020 in Review

MBE Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2020, closing a stake of 62 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in BSJP in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 41 funds tracked by Wall St. Rank hold BSJP as of Q2 2020.

  • MBE Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 62 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • MBE Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1K in Q1 2020.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.