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

Ameriprise’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	$4.4M	Buy	196,925 +21,954	+13%	+$495K	﹤0.01%	2523
2025 Q4	$3.96M	Buy	174,971 +16,468	+10%	+$373K	﹤0.01%	2601
2025 Q3	$3.6M	Buy	158,503 +5,395	+4%	+$123K	﹤0.01%	2657
2025 Q2	$3.48M	Buy	153,108 +12,420	+9%	+$279K	﹤0.01%	2624
2025 Q1	$3.15M	Buy	140,688 +19,515	+16%	+$440K	﹤0.01%	2642
2024 Q4	$2.71M	Buy	121,173 +9,193	+8%	+$208K	﹤0.01%	2745
2024 Q3	$2.54M	Buy	111,980 +3,429	+3%	+$76.9K	﹤0.01%	2784
2024 Q2	$2.39M	Buy	108,551 +3,387	+3%	+$74.9K	﹤0.01%	2789
2024 Q1	$2.35M	Buy	105,164 +13,804	+15%	+$308K	﹤0.01%	2791
2023 Q4	$2.04M	Buy	91,360 +3,596	+4%	+$78.1K	﹤0.01%	2859
2023 Q3	$1.88M	Buy	+87,764	New	+$1.9M	﹤0.01%	2846

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

Ameriprise's BSJR Position: Q1 2026 in Review

Ameriprise increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 13% in Q1 2026, buying an estimated $495K and bringing the position to 196,925 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Ameriprise first reported a position in BSJR in Q3 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Ameriprise held 196,925 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $4.4M as of Q1 2026.
Ameriprise bought 21,954 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $495K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2523 holding.
Ameriprise first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.