Meriwether Wealth & Planning’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-16,061
Closed -$370K 126
2025
Q3
$370K Buy
16,061
+148
+0.9% +$3.42K 0.21% 76
2025
Q2
$367K Buy
15,913
+823
+5% +$19K 0.23% 74
2025
Q1
$348K Buy
15,090
+3,546
+31% +$81.9K 0.23% 77
2024
Q4
$266K Buy
+11,544
New +$267K 0.19% 91

Meriwether Wealth & Planning's BSJP Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2025, closing a stake of 16,061 shares — an estimated $370K sold.

Meriwether Wealth & Planning first reported a position in BSJP in Q4 2024 and held it in 4 quarters. The position peaked at $370K in Q3 2025. 0 funds tracked by Wall St. Rank hold BSJP as of Q4 2025.

  • Meriwether Wealth & Planning reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 16,061 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $370K.
  • Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Meriwether Wealth & Planning's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $370K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.