AWA
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Arete Wealth Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Arete Wealth Advisors’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 		$302K Hold
13,502
– – 0.02% 303
2025
Q4 		$305K Hold
13,502
– – 0.02% 592
2025
Q3 		$307K Hold
13,502
– – 0.02% 590
2025
Q2 		$307K Hold
13,502
– – 0.02% 549
2025
Q1 		$303K Sell
13,502
-1,092
-7% -$24.6K 0.02% 521
2024
Q4 		$327K Buy
14,594
+455
+3% +$10.3K 0.02% 529
2024
Q3 		$321K Buy
14,139
+1,092
+8% +$24.5K 0.03% 495
2024
Q2 		$288K Buy
13,047
+1,298
+11% +$28.7K 0.02% 540
2024
Q1 		$261K Buy
+11,749
New +$262K 0.02% 359

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Raymond James Financial
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
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ATPW
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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