Squire Investment Management Company’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Squire Investment Management Company’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	-17,344	Closed	-$400K	–	65
2024 Q4	$400K	Buy	17,344 +5,688	+49%	+$132K	0.18%	53
2024 Q3	$269K	Buy	+11,656	New	+$269K	0.13%	57

Other funds holding BSJP

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $424B AUM 22.96% 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

Squire Investment Management Company's BSJP Position: Q1 2025 in Review

Squire Investment Management Company sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 17,344 shares — an estimated $400K sold.

Squire Investment Management Company first reported a position in BSJP in Q3 2024 and held it in 2 quarters. The position peaked at $400K in Q4 2024. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

Squire Investment Management Company reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Squire Investment Management Company sold 17,344 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $400K.
Squire Investment Management Company first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
Squire Investment Management Company's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $400K in Q4 2024.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Squire Investment Management Company's 13F filing for Q1 2025, filed 8 May 2025.