BA
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Ballew Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Ballew 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
Q2 		$702K Hold
31,396
– – 0.36% 55
2026
Q1 		$707K Hold
31,396
– – 0.4% 54
2025
Q4 		$711K Hold
31,396
– – 0.4% 52
2025
Q3 		$713K Hold
31,396
– – 0.4% 56
2025
Q2 		$715K Hold
31,396
– – 0.42% 53
2025
Q1 		$693K Buy
31,396
+16,657
+113% +$376K 0.46% 53
2024
Q4 		$331K Hold
14,739
– – 0.21% 79
2024
Q3 		$333K Buy
14,739
+90
+0.6% +$2.02K 0.22% 78
2024
Q2 		$327K Sell
14,649
-24,023
-62% -$531K 0.22% 81
2024
Q1 		$853K Buy
38,672
+6,310
+19% +$141K 0.59% 44
2023
Q4 		$724K Buy
32,362
+401
+1% +$8.71K 0.54% 47
2023
Q3 		$678K Buy
31,961
+3,210
+11% +$69.4K 0.56% 54
2023
Q2 		$621K Hold
28,751
– – 0.45% 59
2023
Q1 		$620K Buy
+28,751
New +$624K 0.45% 60

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return