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Atomi Financial Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Atomi Financial Group’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 		$2.34M Sell
104,655
-2,269
-2% -$51.2K 0.07% 217
2025
Q4 		$2.42M Buy
106,924
+16,542
+18% +$375K 0.07% 202
2025
Q3 		$2.06M Buy
90,382
+19,943
+28% +$453K 0.07% 200
2025
Q2 		$1.6M Buy
70,439
+15,219
+28% +$342K 0.06% 227
2025
Q1 		$1.24M Buy
55,220
+2,892
+6% +$65.2K 0.06% 243
2024
Q4 		$1.17M Buy
52,328
+2,932
+6% +$66.2K 0.06% 234
2024
Q3 		$1.12M Buy
49,396
+16,519
+50% +$370K 0.07% 223
2024
Q2 		$726K Buy
+32,877
New +$727K 0.05% 276

Other funds holding BSJR

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Cetera Investment Advisers
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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
Larson Financial Group St Louis, Missouri $3.12B 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
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