BCM
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Brookstone Capital Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Brookstone Capital 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
2026
Q2 		$1.03M Sell
46,013
-3,693
-7% -$82.8K 0.01% 691
2026
Q1 		$1.11M Buy
49,706
+5,309
+12% +$120K 0.01% 610
2025
Q4 		$1M Buy
44,397
+7,776
+21% +$176K 0.01% 629
2025
Q3 		$833K Buy
36,621
+5,647
+18% +$128K 0.01% 660
2025
Q2 		$703K Sell
30,974
-3,950
-11% -$88.7K 0.01% 660
2025
Q1 		$782K Buy
34,924
+1,047
+3% +$23.6K 0.01% 604
2024
Q4 		$759K Buy
33,877
+1,184
+4% +$26.7K 0.01% 597
2024
Q3 		$742K Buy
32,693
+889
+3% +$19.9K 0.01% 590
2024
Q2 		$712K Buy
31,804
+769
+2% +$17K 0.01% 563
2024
Q1 		$691K Sell
31,035
-5,109
-14% -$114K 0.01% 557
2023
Q4 		$809K Buy
36,144
+637
+2% +$13.8K 0.02% 503
2023
Q3 		$747K Buy
35,507
+619
+2% +$13.4K 0.02% 490
2023
Q2 		$747K Buy
34,888
+1,438
+4% +$31.1K 0.02% 492
2023
Q1 		$730K Buy
33,450
+5,438
+19% +$118K 0.01% 514
2022
Q4 		$614K Buy
+28,012
New +$597K 0.01% 537

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return