WealthSource Partners’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

WealthSource Partners’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 Q4	$3.15M	Buy	138,797 +22,630	+19%	+$511K	0.21%	78
2023 Q3	$2.61M	Buy	116,167 +4,676	+4%	+$106K	0.18%	95
2023 Q2	$2.51M	Buy	111,491 +584	+0.5%	+$13.1K	0.17%	92
2023 Q1	$2.49M	Buy	110,907 +10,528	+10%	+$236K	0.17%	92
2022 Q4	$2.22M	Buy	100,379 +3,466	+4%	+$76.9K	0.16%	105
2022 Q3	$2.11M	Buy	+96,913	New	+$2.18M	0.16%	106

Other funds holding BSJP

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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

OPAM

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

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

WealthSource Partners's BSJP Position: Q4 2023 in Review

WealthSource Partners increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 19% in Q4 2023, buying an estimated $511K and bringing the position to 138,797 shares worth $3.15M. The position accounts for 0.21% of the portfolio, ranked #78.

WealthSource Partners first reported a position in BSJP in Q3 2022 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold BSJP as of Q4 2023.

WealthSource Partners held 138,797 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $3.15M as of Q4 2023.
WealthSource Partners bought 22,630 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $511K.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up 0.21% of WealthSource Partners's portfolio in Q4 2023, its #78 holding.
WealthSource Partners first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q3 2022 and has held it in 6 quarters since.
150 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.