PWP
BSJP

Personal Wealth Partners’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Personal Wealth Partners’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
-821
Closed -$20K – 120
2021
Q2 		$20K Buy
+821
New +$20.2K 0.01% 209
2020
Q1 		– Sell
-821
Closed -$20K – 132
2019
Q4 		$20K Hold
821
– – 0.01% 196
2019
Q3 		$20K Buy
+821
New +$20.1K 0.01% 198

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 $5.13B AUM 22.98% 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

Personal Wealth Partners's BSJP Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2021, closing a stake of 821 shares — an estimated $20K sold.

Personal Wealth Partners first reported a position in BSJP in Q3 2019 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 77 funds tracked by Wall St. Rank hold BSJP as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 821 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $20K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $20K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.