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

Sutton 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
2023 Q3	$10.1K	Hold	449	–	–	0.01%	464
2023 Q2	$10.1K	Hold	449	–	–	﹤0.01%	454
2023 Q1	$10.1K	Buy	+449	New	+$10.1K	0.01%	422

Other funds holding BSJP

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Sutton Wealth Advisors's BSJP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) position steady in Q3 2023 at 449 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #464.

Sutton Wealth Advisors first reported a position in BSJP in Q1 2023 and has held it in 3 quarters since. The position peaked at $10.1K in Q2 2023. 144 funds tracked by Wall St. Rank hold BSJP as of Q3 2023.

Sutton Wealth Advisors held 449 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $10.1K as of Q3 2023.
Sutton Wealth Advisors left its Invesco BulletShares 2025 High Yield Corporate Bond ETF share count unchanged in Q3 2023.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #464 holding.
Sutton Wealth Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2023 and has held it in 3 quarters since.
Sutton Wealth Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $10.1K in Q2 2023.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.