Ballew 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 | $715K | Hold |
31,396
| – | – | 0.42% | 53 |
|
|
2025
Q1 | $693K | Buy |
31,396
+16,657
| +113% | +$368K | 0.46% | 53 |
|
|
2024
Q4 | $331K | Hold |
14,739
| – | – | 0.21% | 79 |
|
|
2024
Q3 | $333K | Buy |
14,739
+90
| +0.6% | +$2.04K | 0.22% | 78 |
|
|
2024
Q2 | $327K | Sell |
14,649
-24,023
| -62% | -$537K | 0.22% | 81 |
|
|
2024
Q1 | $853K | Buy |
38,672
+6,310
| +19% | +$139K | 0.59% | 44 |
|
|
2023
Q4 | $724K | Buy |
32,362
+401
| +1% | +$8.98K | 0.54% | 47 |
|
|
2023
Q3 | $678K | Buy |
31,961
+3,210
| +11% | +$68.1K | 0.56% | 54 |
|
|
2023
Q2 | $621K | Hold |
28,751
| – | – | 0.45% | 59 |
|
|
2023
Q1 | $620K | Buy |
+28,751
| New | +$620K | 0.45% | 60 |
|