Sargent Bickham Lagudis’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Sargent Bickham Lagudis’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
2022 Q1	–	Sell	-500	Closed	-$12K	–	964
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	682
2021 Q3	$12K	Hold	500	–	–	﹤0.01%	684
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	685
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	661
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	629
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	570
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	560
2020 Q1	$11K	Buy	+500	New	+$11.8K	﹤0.01%	537

Other funds holding BSJP

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

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

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Sargent Bickham Lagudis's BSJP Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2022, closing a stake of 500 shares — an estimated $12K sold.

Sargent Bickham Lagudis first reported a position in BSJP in Q1 2020 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 93 funds tracked by Wall St. Rank hold BSJP as of Q1 2022.

Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 500 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $12K.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Sargent Bickham Lagudis's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $12K in Q4 2021.
93 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.