R
BSJP

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

Rebalance’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
-22,884
Closed -$528K – 97
2024
Q4 		$528K Sell
22,884
-54,312
-70% -$1.26M 0.04% 67
2024
Q3 		$1.78M Sell
77,196
-17,740
-19% -$409K 0.13% 41
2024
Q2 		$2.17M Buy
94,936
+4,480
+5% +$103K 0.18% 37
2024
Q1 		$2.08M Buy
90,456
+10,780
+14% +$247K 0.17% 41
2023
Q4 		$1.81M Sell
79,676
-3,082
-4% -$69.5K 0.16% 42
2023
Q3 		$1.86M Buy
82,758
+554
+0.7% +$12.5K 0.18% 41
2023
Q2 		$1.85M Sell
82,204
-6,511
-7% -$146K 0.18% 41
2023
Q1 		$1.99M Buy
88,715
+17,290
+24% +$387K 0.2% 42
2022
Q4 		$1.58M Buy
+71,425
New +$1.58M 0.16% 44

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $543M AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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