Legacy Financial Group LLC BSJP — INVESCO EXCHANGE TRADED SELF I BULSHS 2025 HY ETF

Ownership history in Legacy Financial Group LLC  ·  19 quarters on record

AI Ownership Summary

Legacy Financial Group LLC reported INVESCO EXCHANGE TRADED SELF I BULSHS 2025 HY ETF (BSJP) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.92% in 2024 Q1. The latest visible filing shows BSJP at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Financial Group LLC's position in INVESCO EXCHANGE TRADED SELF I BULSHS 2025 HY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BSJP was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.92% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSJP stock page Legacy Financial Group LLC fund profile Legacy Financial Group LLC full holdings
How Legacy Financial Group LLC held BSJP — position size vs. price
% of Fund (quarterly)    BSJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 40.2% +1.1% ❌ 71,123 -47,883 -40.2% 0.23% $1.6M 2025-07-15 $22.66
2025 Q1 REDUCED 39.7% +1.3% ❌ 119,006 -78,473 -39.7% 0.42% $2.7M 2025-04-10 $22.27
2024 Q4 REDUCED 28.7% +1.3% ❌ 197,479 -79,540 -28.7% 0.74% $4.56B 2025-01-22 $22.15
2024 Q3 REDUCED 18.8% +1.3% ❌ 277,019 -64,126 -18.8% 1.23% $6.4M 2024-10-15 $21.78
2024 Q2 REDUCED 45.7% +2.5% ❌ 341,145 -287,329 -45.7% 1.54% $7.8M 2024-07-17 $21.39
2024 Q1 ADDED — — — 628,474 +609,643 +3237.4% 2.92% $14.4M 2024-04-10 $20.92
2023 Q4 REDUCED 96.8% +2.5% ❌ 18,831 -571,851 -96.8% 1.94% $428K 2024-01-22 $20.54
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSJP

As of 2025 Q4 — sorted by position size

WFA of San Diego, LLC 3Y 0.03% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.01%

FAQ About Legacy Financial Group LLC and BSJP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Financial Group LLC reported owning BSJP?

Legacy Financial Group LLC reported BSJP across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported BSJP position in Legacy Financial Group LLC's portfolio?

The largest reported portfolio weight for BSJP was 2.92% in 2024 Q1.

What is the latest reported BSJP position on this page?

The most recent filing on this page is 2025 Q2, when Legacy Financial Group LLC reported 71,123 shares, equal to 0.23% of portfolio, with an estimated market value of $1.6M.

What does the chart on this BSJP ownership page compare?

The chart compares Legacy Financial Group LLC's quarterly BSJP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Financial Group LLC time their BSJP position?

Based on 13F filing dates vs. subsequent BSJP price moves, Legacy Financial Group LLC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on BSJP relative to SPY over the holding period was -7.9%.

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