SNWA
BSJP

Siligmueller & Norvid Wealth Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Siligmueller & Norvid Wealth 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
2025
Q3 		– Sell
-12,100
Closed -$280K – 169
2025
Q2 		$280K Hold
12,100
– – 0.11% 84
2025
Q1 		$279K Hold
12,100
– – 0.12% 83
2024
Q4 		$279K Buy
+12,100
New +$280K 0.12% 82

Other funds holding BSJP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BSJP Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2025, closing a stake of 12,100 shares — an estimated $280K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BSJP in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 167 funds tracked by Wall St. Rank hold BSJP as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 12,100 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $280K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $280K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.