Private Client Services’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Private Client Services’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 Q3	–	Sell	-120,448	Closed	-$2.78M	–	200
2025 Q2	$2.78M	Sell	120,448 -9,498	-7%	-$219K	1.08%	26
2025 Q1	$3M	Sell	129,946 -1,282	-1%	-$29.6K	1.48%	17
2024 Q4	$3.03M	Sell	131,228 -3,056	-2%	-$70.7K	1.63%	14
2024 Q3	$3.1M	Buy	134,284 +7,654	+6%	+$176K	1.67%	13
2024 Q2	$2.9M	Sell	126,630 -138	-0.1%	-$3.17K	1.82%	12
2024 Q1	$2.91M	Buy	126,768 +44,358	+54%	+$1.01M	1.95%	14
2023 Q4	$1.87M	Buy	+82,410	New	+$1.86M	1.54%	16

Other funds holding BSJP

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Private Client Services's BSJP Position: Q3 2025 in Review

Private Client Services sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 120,448 shares — an estimated $2.78M sold.

Private Client Services first reported a position in BSJP in Q4 2023 and held it in 7 quarters. The position peaked at $3.1M in Q3 2024. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

Private Client Services reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Private Client Services sold 120,448 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $2.78M.
Private Client Services first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Private Client Services's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $3.1M in Q3 2024.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.