RWM
BSJP

Reston Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Reston Wealth Management’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
-6,676
Closed -$154K – 112
2024
Q3 		$154K Buy
+6,676
New +$154K 0.06% 62

Other funds holding BSJP

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

Reston Wealth Management's BSJP Position: Q4 2024 in Review

Reston Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2024, closing a stake of 6,676 shares — an estimated $154K sold.

Reston Wealth Management first reported a position in BSJP in Q3 2024 and held it in 1 quarter. The position peaked at $154K in Q3 2024. 185 funds tracked by Wall St. Rank hold BSJP as of Q4 2024.

  • Reston Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 6,676 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $154K.
  • Reston Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $154K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.