RFWA
BSJP

RPg Family Wealth Advisory’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-139,362
Closed -$3.21M – 98
2025
Q1 		$3.21M Buy
139,362
+2,038
+1% +$47.1K 0.91% 40
2024
Q4 		$3.17M Buy
137,324
+8,724
+7% +$202K 1.12% 32
2024
Q3 		$2.97M Buy
128,600
+8,481
+7% +$195K 0.96% 39
2024
Q2 		$2.75M Sell
120,119
-2,411
-2% -$55.3K 0.91% 41
2024
Q1 		$2.81M Buy
122,530
+6,690
+6% +$153K 0.89% 43
2023
Q4 		$2.63M Sell
115,840
-10,320
-8% -$233K 0.97% 42
2023
Q3 		$2.84M Buy
126,160
+9,802
+8% +$221K 1.17% 31
2023
Q2 		$2.62M Sell
116,358
-3,355
-3% -$75.2K 1.05% 35
2023
Q1 		$2.69M Buy
119,713
+3,907
+3% +$87.5K 1.48% 29
2022
Q4 		$2.56M Buy
115,806
+1,138
+1% +$25.2K 1.75% 24
2022
Q3 		$2.55M Buy
114,668
+2,038
+2% +$45.8K 1.34% 30
2022
Q2 		$2.47M Buy
112,630
+1,641
+1% +$37.7K 1.47% 30
2022
Q1 		$2.64M Buy
110,989
+6,613
+6% +$159K 1.13% 31
2021
Q4 		$2.56M Buy
104,376
+3,472
+3% +$85K 1.01% 31
2021
Q3 		$2.48M Buy
100,904
+8,536
+9% +$210K 1.05% 31
2021
Q2 		$2.28M Buy
+92,368
New +$2.28M 0.92% 38
2020
Q4 		$1.97M Buy
80,265
+2,000
+3% +$48.1K 0.93% 36
2020
Q3 		$1.84M Buy
78,265
+5,071
+7% +$119K 0.97% 31
2020
Q2 		$1.67M Buy
+73,194
New +$1.63M 1.02% 36

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
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 $424B AUM 22.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

RPg Family Wealth Advisory's BSJP Position: Q2 2025 in Review

RPg Family Wealth Advisory sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2025, closing a stake of 139,362 shares — an estimated $3.21M sold.

RPg Family Wealth Advisory first reported a position in BSJP in Q2 2020 and held it in 19 quarters. The position peaked at $3.21M in Q1 2025. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

  • RPg Family Wealth Advisory reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 139,362 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $3.21M.
  • RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2020 and held it in 19 quarters.
  • RPg Family Wealth Advisory's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $3.21M in Q1 2025.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.