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

Allworth 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 		$582K Buy
26,010
+7,250
+39% +$163K ﹤0.01% 893
2025
Q4 		$424K Hold
18,760
– – ﹤0.01% 1002
2025
Q3 		$427K Hold
18,760
– – ﹤0.01% 945
2025
Q2 		$426K Hold
18,760
– – ﹤0.01% 886
2025
Q1 		$420K Hold
18,760
– – ﹤0.01% 723
2024
Q4 		$423K Buy
18,760
+3,188
+20% +$72K ﹤0.01% 730
2024
Q3 		$353K Hold
15,572
– – ﹤0.01% 672
2024
Q2 		$348K Sell
15,572
-858
-5% -$19K ﹤0.01% 649
2024
Q1 		$366K Hold
16,430
– – ﹤0.01% 631
2023
Q4 		$368K Hold
16,430
– – ﹤0.01% 593
2023
Q3 		$352K Hold
16,430
– – ﹤0.01% 570
2023
Q2 		$356K Buy
+16,430
New +$355K ﹤0.01% 574

Other funds holding BSJR

MCP
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return