SWM
BSJP

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

Spire 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
2023
Q2 		– Sell
-798
Closed -$17.9K – 2406
2023
Q1 		$17.9K Sell
798
-9,127
-92% -$204K ﹤0.01% 1668
2022
Q4 		$219K Hold
9,925
– – 0.01% 532
2022
Q3 		$216K Hold
9,925
– – 0.01% 513
2022
Q2 		$218K Sell
9,925
-10,346
-51% -$237K 0.01% 730
2022
Q1 		$482K Sell
20,271
-797
-4% -$19.1K 0.01% 587
2021
Q4 		$517K Buy
21,068
+100
+0.5% +$2.45K 0.01% 689
2021
Q3 		$515K Sell
20,968
-3,612
-15% -$89K 0.01% 577
2021
Q2 		$608K Buy
24,580
+163
+0.7% +$4.02K 0.02% 558
2021
Q1 		$599K Buy
+24,417
New +$598K 0.02% 610

Other funds holding BSJP

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Spire Wealth Management's BSJP Position: Q2 2023 in Review

Spire Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q2 2023, closing a stake of 798 shares — an estimated $17.9K sold.

Spire Wealth Management first reported a position in BSJP in Q1 2021 and held it in 9 quarters. The position peaked at $608K in Q2 2021. 132 funds tracked by Wall St. Rank hold BSJP as of Q2 2023.

  • Spire Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 798 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $17.9K.
  • Spire Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $608K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.