Alerus Financial’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Alerus Financial’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	$62.4K	Hold	2,791	–	–	﹤0.01%	290
2025 Q4	$63.1K	Hold	2,791	–	–	﹤0.01%	225
2025 Q3	$63.5K	Hold	2,791	–	–	﹤0.01%	244
2025 Q2	$63.4K	Buy	+2,791	New	+$62.7K	﹤0.01%	226

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

Alerus Financial's BSJR Position: Q1 2026 in Review

Alerus Financial held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q1 2026 at 2,791 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Alerus Financial first reported a position in BSJR in Q2 2025 and has held it in 4 quarters since. The position peaked at $63.5K in Q3 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Alerus Financial held 2,791 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $62.4K as of Q1 2026.
Alerus Financial left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #290 holding.
Alerus Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Alerus Financial's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $63.5K in Q3 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.