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 Q2	$5.15M	Buy	230,451 +33,526	+17%	+$752K	﹤0.01%	2530
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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise's BSJR Position: Q2 2026 in Review

Ameriprise increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 17% in Q2 2026, buying an estimated $752K and bringing the position to 230,451 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Ameriprise first reported a position in BSJR in Q3 2023 and has held it in 12 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Ameriprise held 230,451 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $5.15M as of Q2 2026.
Ameriprise bought 33,526 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $752K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2530 holding.
Ameriprise first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.