NFG
BSJP

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

Next 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
2021
Q3 		– Sell
-2,330
Closed -$58K – 2748
2021
Q2 		$58K Sell
2,330
-13,876
-86% -$342K ﹤0.01% 1322
2021
Q1 		$398K Buy
+16,206
New +$397K 0.04% 510

Other funds holding BSJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Next Financial Group's BSJP Position: Q3 2021 in Review

Next Financial Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2021, closing a stake of 2,330 shares — an estimated $58K sold.

Next Financial Group first reported a position in BSJP in Q1 2021 and held it in 2 quarters. The position peaked at $398K in Q1 2021. 77 funds tracked by Wall St. Rank hold BSJP as of Q3 2021.

  • Next Financial Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 2,330 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $58K.
  • Next Financial Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Next Financial Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $398K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.