MSCM
BSJP

McElhenny Sheffield Capital Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,088
Closed -$24.1K – 153
2022
Q4 		$24.1K Buy
+1,088
New +$24.1K 0.01% 236

Other funds holding BSJP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

McElhenny Sheffield Capital Management's BSJP Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2023, closing a stake of 1,088 shares — an estimated $24.1K sold.

McElhenny Sheffield Capital Management first reported a position in BSJP in Q4 2022 and held it in 1 quarter. The position peaked at $24.1K in Q4 2022. 130 funds tracked by Wall St. Rank hold BSJP as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,088 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $24.1K.
  • McElhenny Sheffield Capital Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $24.1K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.