B. Riley Wealth Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

B. Riley 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
2024 Q4	–	Sell	-12,193	Closed	-$277K	–	1157
2024 Q3	$277K	Buy	12,193 +23	+0.2%	+$516	0.01%	995
2024 Q2	$269K	Sell	12,170 -138	-1%	-$3.05K	0.01%	1084
2024 Q1	$263K	Buy	12,308 +2,866	+30%	+$63.9K	0.01%	1109
2023 Q4	$211K	Sell	9,442 -2,866	-23%	-$62.2K	0.01%	1230
2023 Q3	$263K	Buy	12,308 +1,850	+18%	+$40K	0.01%	1109
2023 Q2	$226K	Buy	+10,458	New	+$226K	0.01%	1287

Other funds holding BSJR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's BSJR Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2024, closing a stake of 12,193 shares — an estimated $277K sold.

B. Riley Wealth Advisors first reported a position in BSJR in Q2 2023 and held it in 6 quarters. The position peaked at $277K in Q3 2024. 116 funds tracked by Wall St. Rank hold BSJR as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,193 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $277K.
B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
B. Riley Wealth Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $277K in Q3 2024.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.