Arete Wealth Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
13,502
| – | – | 0.02% | 549 |
|
|
2025
Q1 | $303K | Sell |
13,502
-1,092
| -7% | -$24.5K | 0.02% | 521 |
|
|
2024
Q4 | $327K | Buy |
14,594
+455
| +3% | +$10.2K | 0.02% | 529 |
|
|
2024
Q3 | $321K | Buy |
14,139
+1,092
| +8% | +$24.8K | 0.03% | 495 |
|
|
2024
Q2 | $288K | Buy |
13,047
+1,298
| +11% | +$28.7K | 0.02% | 540 |
|
|
2024
Q1 | $261K | Buy |
+11,749
| New | +$261K | 0.02% | 359 |
|