River Street Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

River Street Advisors’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 Q3	–	Sell	-45,066	Closed	-$1.03M	–	147
2024 Q2	$1.03M	Buy	45,066 +4,864	+12%	+$112K	0.63%	47
2024 Q1	$923K	Buy	40,202 +12,446	+45%	+$285K	0.62%	51
2023 Q4	$631K	Buy	27,756 +12,604	+83%	+$284K	0.5%	58
2023 Q3	$341K	Buy	+15,152	New	+$342K	0.32%	87

Other funds holding BSJP

MCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

River Street Advisors's BSJP Position: Q3 2024 in Review

River Street Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2024, closing a stake of 45,066 shares — an estimated $1.03M sold.

River Street Advisors first reported a position in BSJP in Q3 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2024. 178 funds tracked by Wall St. Rank hold BSJP as of Q3 2024.

River Street Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
River Street Advisors sold 45,066 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $1.03M.
River Street Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
River Street Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $1.03M in Q2 2024.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2024.

Based on River Street Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.