Orion Portfolio Solutions’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Orion Portfolio Solutions’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 Q4	–	Sell	-9,594	Closed	-$222K	–	1829
2024 Q3	$222K	Sell	9,594 -181	-2%	-$4.17K	﹤0.01%	1668
2024 Q2	$224K	Buy	+9,775	New	+$224K	﹤0.01%	1588
2020 Q3	–	Sell	-220	Closed	-$5K	–	645
2020 Q2	$5K	Buy	+220	New	+$4.91K	﹤0.01%	1444

Other funds holding BSJP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Orion Portfolio Solutions's BSJP Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 9,594 shares — an estimated $222K sold.

Orion Portfolio Solutions first reported a position in BSJP in Q2 2020 and held it in 3 quarters. The position peaked at $224K in Q2 2024. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

Orion Portfolio Solutions reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 9,594 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $222K.
Orion Portfolio Solutions first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Orion Portfolio Solutions's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $224K in Q2 2024.
185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.