Bank of America
BSJR icon

Bank of America’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bank of America’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 		$12M Buy
536,744
+321,691
+150% +$7.25M ﹤0.01% 2804
2025
Q4 		$4.86M Buy
215,053
+58,457
+37% +$1.32M ﹤0.01% 3419
2025
Q3 		$3.56M Buy
156,596
+19,534
+14% +$444K ﹤0.01% 4333
2025
Q2 		$3.11M Buy
137,062
+13,432
+11% +$302K ﹤0.01% 4350
2025
Q1 		$2.77M Buy
123,630
+16,440
+15% +$371K ﹤0.01% 4378
2024
Q4 		$2.4M Buy
107,190
+52,305
+95% +$1.18M ﹤0.01% 4292
2024
Q3 		$1.25M Buy
54,885
+4,399
+9% +$98.6K ﹤0.01% 4908
2024
Q2 		$1.11M Buy
50,486
+14,719
+41% +$325K ﹤0.01% 4844
2024
Q1 		$796K Buy
35,767
+12,249
+52% +$273K ﹤0.01% 5077
2023
Q4 		$526K Buy
23,518
+2,276
+11% +$49.4K ﹤0.01% 5460
2023
Q3 		$455K Buy
21,242
+4,809
+29% +$104K ﹤0.01% 5375
2023
Q2 		$356K Sell
16,433
-128,998
-89% -$2.79M ﹤0.01% 5488
2023
Q1 		$3.18M Buy
145,431
+15,377
+12% +$334K ﹤0.01% 3962
2022
Q4 		$2.78M Buy
130,054
+467
+0.4% +$9.95K ﹤0.01% 3963
2022
Q3 		$2.65M Sell
129,587
-1,833
-1% -$39.9K ﹤0.01% 4026
2022
Q2 		$2.78M Sell
131,420
-8,292
-6% -$188K ﹤0.01% 3994
2022
Q1 		$3.35M Buy
139,712
+7,475
+6% +$183K ﹤0.01% 4044
2021
Q4 		$3.36M Buy
132,237
+118,710
+878% +$3.02M ﹤0.01% 4042
2021
Q3 		$346K Buy
13,527
+7,267
+116% +$186K ﹤0.01% 5911
2021
Q2 		$161K Buy
6,260
+1,058
+20% +$27K ﹤0.01% 6230
2021
Q1 		$132K Buy
5,202
+346
+7% +$8.8K ﹤0.01% 6276
2020
Q4 		$124K Buy
+4,856
New +$122K ﹤0.01% 5870
2020
Q2 		– Sell
-2,000
Closed -$44K – 6833
2020
Q1 		$44K Buy
+2,000
New +$49K ﹤0.01% 5914

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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 $80B AUM 26.12% 1-Year Est. Return

Bank of America's BSJR Position: Q1 2026 in Review

Bank of America increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 150% in Q1 2026, buying an estimated $7.25M and bringing the position to 536,744 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Bank of America first reported a position in BSJR in Q1 2020 and has held it in 23 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • Bank of America held 536,744 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $12M as of Q1 2026.
  • Bank of America bought 321,691 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.25M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2804 holding.
  • Bank of America first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.