WCM
BSJP

Whitener Capital Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Whitener Capital Management’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
-1,975
Closed -$48K – 181
2019
Q3 		$48K Hold
1,975
– – 0.03% 228
2019
Q2 		$48K Hold
1,975
– – 0.03% 229
2019
Q1 		$47K Buy
+1,975
New +$46.8K 0.03% 221

Other funds holding BSJP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
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

Whitener Capital Management's BSJP Position: Q4 2019 in Review

Whitener Capital Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q4 2019, closing a stake of 1,975 shares — an estimated $48K sold.

Whitener Capital Management first reported a position in BSJP in Q1 2019 and held it in 3 quarters. The position peaked at $48K in Q3 2019. 38 funds tracked by Wall St. Rank hold BSJP as of Q4 2019.

  • Whitener Capital Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,975 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $48K.
  • Whitener Capital Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Whitener Capital Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $48K 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 Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.