Ameritas Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-40	Closed	-$870	–	803
2023 Q1	$870	Buy	+40	New	+$868	﹤0.01%	2567

Other funds holding BSJR

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $99.5M AUM

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameritas Advisory Services's BSJR Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2023, closing a stake of 40 shares — an estimated $870 sold.

Ameritas Advisory Services first reported a position in BSJR in Q1 2023 and held it in 1 quarter. The position peaked at $870 in Q1 2023. 50 funds tracked by Wall St. Rank hold BSJR as of Q2 2023.

Ameritas Advisory Services reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 40 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $870.
Ameritas Advisory Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $870 in Q1 2023.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.