MONECO Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

MONECO Advisors’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
2024 Q2	–	Sell	-11,625	Closed	-$267K	–	422
2024 Q1	$267K	Sell	11,625 -10,044	-46%	-$230K	0.04%	337
2023 Q4	$493K	Buy	21,669 +1,689	+8%	+$38.1K	0.09%	219
2023 Q3	$449K	Sell	19,980 -137	-0.7%	-$3.1K	0.12%	194
2023 Q2	$454K	Buy	+20,117	New	+$451K	0.12%	185

Other funds holding BSJP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MONECO Advisors's BSJP Position: Q2 2024 in Review

MONECO Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2024, closing a stake of 11,625 shares — an estimated $267K sold.

MONECO Advisors first reported a position in BSJP in Q2 2023 and held it in 4 quarters. The position peaked at $493K in Q4 2023. 186 funds tracked by Wall St. Rank hold BSJP as of Q2 2024.

MONECO Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
MONECO Advisors sold 11,625 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $267K.
MONECO Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
MONECO Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $493K in Q4 2023.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.