VWA
BSJP

VSM Wealth Advisory’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

VSM Wealth Advisory’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
-7,138
Closed -$165K – 495
2024
Q4 		$165K Buy
+7,138
New +$165K 0.06% 99

Other funds holding BSJP

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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

VSM Wealth Advisory's BSJP Position: Q1 2025 in Review

VSM Wealth Advisory sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2025, closing a stake of 7,138 shares — an estimated $165K sold.

VSM Wealth Advisory first reported a position in BSJP in Q4 2024 and held it in 1 quarter. The position peaked at $165K in Q4 2024. 183 funds tracked by Wall St. Rank hold BSJP as of Q1 2025.

  • VSM Wealth Advisory reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 7,138 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $165K.
  • VSM Wealth Advisory first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • VSM Wealth Advisory's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $165K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2025.

Based on VSM Wealth Advisory's 13F filing for Q1 2025, filed 6 May 2025.