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

Robertson Stephens 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
2025 Q1	–	Sell	-11,926	Closed	-$275K	–	552
2024 Q4	$275K	Sell	11,926 -2,295	-16%	-$53.1K	0.01%	481
2024 Q3	$329K	Sell	14,221 -2,589	-15%	-$59.7K	0.01%	508
2024 Q2	$385K	Sell	16,810 -73,332	-81%	-$1.68M	0.02%	367
2024 Q1	$2.07M	Sell	90,142 -3,009	-3%	-$68.8K	0.11%	151
2023 Q4	$2.12M	Sell	93,151 -15,608	-14%	-$352K	0.13%	136
2023 Q3	$2.44M	Sell	108,759 -51,893	-32%	-$1.17M	0.16%	127
2023 Q2	$3.62M	Buy	160,652 +1,765	+1%	+$39.6K	0.26%	85
2023 Q1	$3.57M	Sell	158,887 -19,066	-11%	-$427K	0.27%	79
2022 Q4	$3.93M	Buy	+177,953	New	+$3.95M	0.38%	58

Other funds holding BSJP

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Robertson Stephens Wealth Management's BSJP Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 11,926 shares — an estimated $275K sold.

Robertson Stephens Wealth Management first reported a position in BSJP in Q4 2022 and held it in 9 quarters. The position peaked at $3.93M in Q4 2022. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 11,926 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $275K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $3.93M in Q4 2022.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.