VFA
BSJP

Valeo Financial Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Valeo Financial 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
2019
Q4 		– Sell
-300
Closed -$7K – 1629
2019
Q3 		$7K Buy
+300
New +$7.33K ﹤0.01% 1108

Other funds holding BSJP

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valeo Financial Advisors's BSJP Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2019, closing a stake of 300 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in BSJP in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 38 funds tracked by Wall St. Rank hold BSJP as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $7K in Q3 2019.
  • 38 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.