PI
BSJP

PFG Investments’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

PFG Investments’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
Q2 		– Sell
-15,936
Closed -$366K – 962
2024
Q1 		$366K Buy
+15,936
New +$364K 0.02% 656

Other funds holding BSJP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFG Investments's BSJP Position: Q2 2024 in Review

PFG Investments sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2024, closing a stake of 15,936 shares — an estimated $366K sold.

PFG Investments first reported a position in BSJP in Q1 2024 and held it in 1 quarter. The position peaked at $366K in Q1 2024. 186 funds tracked by Wall St. Rank hold BSJP as of Q2 2024.

  • PFG Investments reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 15,936 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $366K.
  • PFG Investments first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $366K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.