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Avior Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-667
Closed -$14.9K – 949
2024
Q4 		$14.9K Buy
+667
New +$15.1K ﹤0.01% 1493

Other funds holding BSJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's BSJR Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2025, closing a stake of 667 shares — an estimated $14.9K sold.

Avior Wealth Management first reported a position in BSJR in Q4 2024 and held it in 1 quarter. The position peaked at $14.9K in Q4 2024. 125 funds tracked by Wall St. Rank hold BSJR as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 667 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $14.9K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $14.9K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.