Money Concepts Capital’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Money Concepts Capital’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	-1,016	Closed	-$22.5K	–	782
2022 Q4	$22.5K	Buy	+1,016	New	+$22.5K	﹤0.01%	1622
2022 Q2	–	Sell	-1,016	Closed	-$24K	–	1591
2022 Q1	$24K	Buy	+1,016	New	+$24.4K	﹤0.01%	1535
2021 Q1	$31K	Buy	+1,280	New	+$31.3K	﹤0.01%	604

Other funds holding BSJP

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

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

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) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Money Concepts Capital's BSJP Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2023, closing a stake of 1,016 shares — an estimated $22.5K sold.

Money Concepts Capital first reported a position in BSJP in Q1 2021 and held it in 3 quarters. The position peaked at $31K in Q1 2021. 130 funds tracked by Wall St. Rank hold BSJP as of Q1 2023.

Money Concepts Capital reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,016 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $22.5K.
Money Concepts Capital first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Money Concepts Capital's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $31K in Q1 2021.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.