Sterling Financial Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Sterling Financial Group’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	-84,094	Closed	-$1.94M	–	64
2024 Q4	$1.94M	Sell	84,094 -703,996	-89%	-$16.3M	0.72%	22
2024 Q3	$18.2M	Buy	788,090 +2,776	+0.4%	+$64K	7.79%	5
2024 Q2	$18M	Buy	785,314 +7,031	+0.9%	+$161K	8.17%	4
2024 Q1	$17.9M	Buy	778,283 +197,779	+34%	+$4.52M	8.48%	4
2023 Q4	$13.2M	Buy	580,504 +12,712	+2%	+$287K	7.83%	3
2023 Q3	$12.8M	Buy	567,792 +19,518	+4%	+$441K	8.02%	3
2023 Q2	$12.4M	Buy	+548,274	New	+$12.3M	8.2%	5

Other funds holding BSJP

MCP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $374B AUM 17.66% 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

Sterling Financial Group's BSJP Position: Q1 2025 in Review

Sterling Financial Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 84,094 shares — an estimated $1.94M sold.

Sterling Financial Group first reported a position in BSJP in Q2 2023 and held it in 7 quarters. The position peaked at $18.2M in Q3 2024. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

Sterling Financial Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Sterling Financial Group sold 84,094 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $1.94M.
Sterling Financial Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Sterling Financial Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $18.2M in Q3 2024.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on Sterling Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.