Merit Financial Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Merit Financial Group’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 Q2	–	Sell	-81,692	Closed	-$1.88M	–	1705
2025 Q1	$1.88M	Sell	81,692 -52,430	-39%	-$1.21M	0.03%	438
2024 Q4	$3.09M	Hold	134,122	–	–	0.06%	272
2024 Q3	$3.1M	Hold	134,122	–	–	0.07%	222
2024 Q2	$3.07M	Sell	134,122 -276	-0.2%	-$6.34K	0.07%	212
2024 Q1	$3.09M	Buy	134,398 +124,921	+1,318%	+$2.86M	0.07%	208
2023 Q4	$215K	Sell	9,477 -130,969	-93%	-$2.96M	0.01%	709
2023 Q3	$3.16M	Sell	140,446 -288	-0.2%	-$6.51K	0.1%	152
2023 Q2	$3.17M	Buy	140,734 +10,112	+8%	+$227K	0.1%	151
2023 Q1	$2.94M	Buy	130,622 +86,157	+194%	+$1.93M	0.11%	148
2022 Q4	$983K	Hold	44,465	–	–	0.04%	302
2022 Q3	$967K	Buy	+44,465	New	+$999K	0.04%	250

Other funds holding BSJP

MCP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 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

Merit Financial Group's BSJP Position: Q2 2025 in Review

Merit Financial Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2025, closing a stake of 81,692 shares — an estimated $1.88M sold.

Merit Financial Group first reported a position in BSJP in Q3 2022 and held it in 11 quarters. The position peaked at $3.17M in Q2 2023. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

Merit Financial Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Merit Financial Group sold 81,692 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.88M.
Merit Financial Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2022 and held it in 11 quarters.
Merit Financial Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $3.17M in Q2 2023.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.