Werba Rubin Papier Wealth Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-130,753
Closed -$3.02M 262
2025
Q3
$3.02M Sell
130,753
-26,834
-17% -$619K 0.49% 35
2025
Q2
$3.64M Sell
157,587
-6,990
-4% -$161K 0.68% 26
2025
Q1
$3.79M Sell
164,577
-4,044
-2% -$93.4K 0.83% 21
2024
Q4
$3.89M Buy
168,621
+2,667
+2% +$61.7K 0.92% 18
2024
Q3
$3.84M Buy
165,954
+77
+0% +$1.77K 0.9% 18
2024
Q2
$3.8M Buy
165,877
+1,425
+0.9% +$32.7K 1.05% 14
2024
Q1
$3.77M Buy
164,452
+37,447
+29% +$856K 1.09% 16
2023
Q4
$2.89M Buy
127,005
+62,002
+95% +$1.4M 0.98% 19
2023
Q3
$1.46M Sell
65,003
-1,967
-3% -$44.4K 0.52% 30
2023
Q2
$1.51M Buy
66,970
+3,395
+5% +$76.1K 0.52% 28
2023
Q1
$1.43M Buy
63,575
+17,058
+37% +$382K 0.56% 27
2022
Q4
$1.03M Buy
+46,517
New +$1.03M 0.42% 29

Werba Rubin Papier Wealth Management's BSJP Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2025, closing a stake of 130,753 shares — an estimated $3.02M sold.

Werba Rubin Papier Wealth Management first reported a position in BSJP in Q4 2022 and held it in 12 quarters. The position peaked at $3.89M in Q4 2024. 0 funds tracked by Wall St. Rank hold BSJP as of Q4 2025.

  • Werba Rubin Papier Wealth Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 130,753 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $3.02M.
  • Werba Rubin Papier Wealth Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
  • Werba Rubin Papier Wealth Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $3.89M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.