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Capital Analysts LLC’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Capital Analysts LLC’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 		$206K Buy
9,201
+18
+0.2% +$406 0.01% 632
2025
Q4 		$208K Sell
9,183
-1,051
-10% -$23.8K 0.01% 607
2025
Q3 		$233K Buy
10,234
+20
+0.2% +$454 0.01% 568
2025
Q2 		$232K Buy
10,214
+160
+2% +$3.59K 0.01% 523
2025
Q1 		$225K Buy
10,054
+1,652
+20% +$37.3K 0.01% 510
2024
Q4 		$188K Buy
8,402
+160
+2% +$3.61K 0.01% 499
2024
Q3 		$187K Buy
8,242
+4,326
+110% +$97K 0.01% 479
2024
Q2 		$86K Buy
3,916
+22
+0.6% +$486 ﹤0.01% 602
2024
Q1 		$87K Sell
3,894
-256
-6% -$5.71K ﹤0.01% 568
2023
Q4 		$93K Buy
4,150
+716
+21% +$15.5K ﹤0.01% 540
2023
Q3 		$74K Buy
3,434
+1,547
+82% +$33.5K ﹤0.01% 537
2023
Q2 		$41K Buy
+1,887
New +$40.8K ﹤0.01% 620

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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 $67.6B AUM 18.3% 1-Year Est. Return