Alaska Permanent Capital Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Alaska Permanent Capital Management’s Portfolio BSJR Stock Details BSJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Buy	5,418 +72	+1%	+$1.62K	0.01%	38
2025 Q4	$121K	Buy	5,346 +77	+1%	+$1.74K	0.01%	37
2025 Q3	$120K	Buy	5,269 +78	+2%	+$1.77K	0.01%	39
2025 Q2	$118K	Buy	+5,191	New	+$117K	0.01%	34
2025 Q1	–	Sell	-5,164	Closed	-$116K	–	36
2024 Q4	$116K	Hold	5,164	–	–	0.01%	34
2024 Q3	$117K	Buy	+5,164	New	+$116K	0.01%	34

Other funds holding BSJR

MCP

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Alaska Permanent Capital Management's BSJR Position: Q1 2026 in Review

Alaska Permanent Capital Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.3% in Q1 2026, buying an estimated $1.62K and bringing the position to 5,418 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #38.

Alaska Permanent Capital Management first reported a position in BSJR in Q3 2024 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Alaska Permanent Capital Management held 5,418 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $121K as of Q1 2026.
Alaska Permanent Capital Management bought 72 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.62K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Alaska Permanent Capital Management's portfolio in Q1 2026, its #38 holding.
Alaska Permanent Capital Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.