MPW
BSJP

Monterey Private Wealth’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Monterey Private Wealth’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
Q1 		$212K Buy
9,207
+127
+1% +$2.93K 0.06% 130
2024
Q4 		$209K Buy
+9,080
New +$210K 0.07% 126

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Monterey Private Wealth's BSJP Position: Q1 2025 in Review

Monterey Private Wealth increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 1.4% in Q1 2025, buying an estimated $2.93K and bringing the position to 9,207 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #130.

Monterey Private Wealth first reported a position in BSJP in Q4 2024 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

  • Monterey Private Wealth held 9,207 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $212K as of Q1 2025.
  • Monterey Private Wealth bought 127 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.93K.
  • Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #130 holding.
  • Monterey Private Wealth first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.