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BKM Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

BKM Wealth Management’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
Q1 		– Sell
-400
Closed -$8.95K – 241
2023
Q4 		$8.95K Buy
+400
New +$8.68K ﹤0.01% 460

Other funds holding BSJR

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

BKM Wealth Management's BSJR Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2024, closing a stake of 400 shares — an estimated $8.95K sold.

BKM Wealth Management first reported a position in BSJR in Q4 2023 and held it in 1 quarter. The position peaked at $8.95K in Q4 2023. 71 funds tracked by Wall St. Rank hold BSJR as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 400 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $8.95K.
  • BKM Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $8.95K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.