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

Tyler-Stone 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
2025 Q2	$3.6M	Sell	156,260 -12,225	-7%	-$282K	0.58%	38
2025 Q1	$3.88M	Buy	168,485 +15,341	+10%	+$354K	0.7%	33
2024 Q4	$3.53M	Sell	153,144 -990	-0.6%	-$22.9K	0.63%	36
2024 Q3	$3.56M	Buy	154,134 +78,666	+104%	+$1.81M	0.67%	32
2024 Q2	$1.73M	Buy	75,468 +4,551	+6%	+$104K	0.71%	30
2024 Q1	$1.63M	Sell	70,917 -12,096	-15%	-$277K	0.72%	32
2023 Q4	$1.89M	Buy	83,013 +30,990	+60%	+$699K	0.94%	25
2023 Q3	$1.17M	Buy	52,023 +19,430	+60%	+$439K	0.67%	34
2023 Q2	$735K	Buy	+32,593	New	+$731K	0.42%	51
2022 Q4	$226K	Buy	+10,200	New	+$226K	0.15%	135

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Tyler-Stone Wealth Management's BSJP Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 7.3% in Q2 2025, selling an estimated $282K and leaving 156,260 shares worth $3.6M. The position accounts for 0.58% of the portfolio, ranked #38.

Tyler-Stone Wealth Management first reported a position in BSJP in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.88M in Q1 2025. 178 funds tracked by Wall St. Rank hold BSJP as of Q2 2025.

Tyler-Stone Wealth Management held 156,260 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $3.6M as of Q2 2025.
Tyler-Stone Wealth Management sold 12,225 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $282K.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.58% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #38 holding.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Tyler-Stone Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $3.88M in Q1 2025.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.