Beaumont Financial Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Beaumont Financial 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
2023 Q1	–	Sell	-14,256	Closed	-$305K	–	322
2022 Q4	$305K	Buy	14,256 +35	+0.2%	+$745	0.03%	255
2022 Q3	$291K	Buy	14,221 +269	+2%	+$5.86K	0.03%	245
2022 Q2	$295K	Sell	13,952 -1,238	-8%	-$28K	0.03%	246
2022 Q1	$365K	Sell	15,190 -292	-2%	-$7.14K	0.03%	248
2021 Q4	$393K	Sell	15,482 -495	-3%	-$12.6K	0.03%	244
2021 Q3	$408K	Sell	15,977 -643	-4%	-$16.5K	0.03%	233
2021 Q2	$426K	Sell	16,620 -577	-3%	-$14.7K	0.03%	236
2021 Q1	$436K	Sell	17,197 -518	-3%	-$13.2K	0.04%	217
2020 Q4	$454K	Buy	+17,715	New	+$444K	0.04%	205

Other funds holding BSJR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

DWM

Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return

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

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

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

BAM

Banta Asset Management Newport Beach, California $99.5M AUM

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Beaumont Financial Advisors's BSJR Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2023, closing a stake of 14,256 shares — an estimated $305K sold.

Beaumont Financial Advisors first reported a position in BSJR in Q4 2020 and held it in 9 quarters. The position peaked at $454K in Q4 2020. 45 funds tracked by Wall St. Rank hold BSJR as of Q1 2023.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 14,256 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $305K.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $454K in Q4 2020.
45 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.