OIA
BSJP

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

OneDigital Investment 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
2025
Q1 		– Sell
-107,681
Closed -$2.48M – 1412
2024
Q4 		$2.48M Buy
107,681
+66,835
+164% +$1.55M 0.03% 366
2024
Q3 		$944K Buy
40,846
+100
+0.2% +$2.3K 0.01% 674
2024
Q2 		$934K Buy
+40,746
New +$935K 0.01% 650

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

OneDigital Investment Advisors's BSJP Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 107,681 shares — an estimated $2.48M sold.

OneDigital Investment Advisors first reported a position in BSJP in Q2 2024 and held it in 3 quarters. The position peaked at $2.48M in Q4 2024. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 107,681 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.48M.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $2.48M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.