United Capital Financial Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
532,012
-22,264
| -4% | -$514K | 0.1% | 159 |
|
|
2025
Q1 | $12.8M | Buy |
554,276
+31,163
| +6% | +$718K | 0.11% | 148 |
|
|
2024
Q4 | $12.1M | Buy |
523,113
+139,950
| +37% | +$3.23M | 0.1% | 158 |
|
|
2024
Q3 | $8.86M | Sell |
383,163
-11,270
| -3% | -$261K | 0.07% | 199 |
|
|
2024
Q2 | $9.04M | Buy |
394,433
+5,471
| +1% | +$125K | 0.08% | 190 |
|
|
2024
Q1 | $8.93M | Sell |
388,962
-1,981
| -0.5% | -$45.5K | 0.07% | 196 |
|
|
2023
Q4 | $8.89M | Buy |
390,943
+381,954
| +4,249% | +$8.68M | 0.07% | 203 |
|
|
2023
Q3 | $202K | Sell |
8,989
-538
| -6% | -$12.1K | ﹤0.01% | 803 |
|
|
2023
Q2 | $215K | Sell |
9,527
-1,233
| -11% | -$27.8K | ﹤0.01% | 835 |
|
|
2023
Q1 | $242K | Sell |
10,760
-3,092
| -22% | -$69.5K | ﹤0.01% | 877 |
|
|
2022
Q4 | $306K | Sell |
13,852
-1,837
| -12% | -$40.6K | ﹤0.01% | 881 |
|
|
2022
Q3 | $341K | Sell |
15,689
-8,182
| -34% | -$178K | ﹤0.01% | 866 |
|
|
2022
Q2 | $524K | Sell |
23,871
-23
| -0.1% | -$505 | ﹤0.01% | 782 |
|
|
2022
Q1 | $568K | Sell |
23,894
-5,932
| -20% | -$141K | ﹤0.01% | 800 |
|
|
2021
Q4 | $733K | Buy |
29,826
+7,746
| +35% | +$190K | ﹤0.01% | 763 |
|
|
2021
Q3 | $543K | Sell |
22,080
-2,947
| -12% | -$72.5K | ﹤0.01% | 835 |
|
|
2021
Q2 | $619K | Sell |
25,027
-2,349
| -9% | -$58.1K | ﹤0.01% | 813 |
|
|
2021
Q1 | $672K | Sell |
27,376
-2,160
| -7% | -$53K | ﹤0.01% | 762 |
|
|
2020
Q4 | $724K | Buy |
29,536
+965
| +3% | +$23.7K | ﹤0.01% | 751 |
|
|
2020
Q3 | $671K | Sell |
28,571
-269,109
| -90% | -$6.32M | ﹤0.01% | 758 |
|
|
2020
Q2 | $6.78M | Sell |
297,680
-153,601
| -34% | -$3.5M | 0.05% | 306 |
|
|
2020
Q1 | $9.61M | Sell |
451,281
-31,504
| -7% | -$671K | 0.08% | 240 |
|
|
2019
Q4 | $12M | Sell |
482,785
-16,962
| -3% | -$421K | 0.08% | 282 |
|
|
2019
Q3 | $12.3M | Sell |
499,747
-5,410
| -1% | -$133K | 0.09% | 260 |
|
|
2019
Q2 | $12.4M | Buy |
505,157
+50,424
| +11% | +$1.23M | 0.08% | 256 |
|
|
2019
Q1 | $10.9M | Buy |
+454,733
| New | +$10.9M | 0.08% | 278 |
|