CAPTRUST Financial Advisors
BSJR icon

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

CAPTRUST 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
2026
Q1 		$11M Buy
491,544
+35,367
+8% +$797K 0.02% 515
2025
Q4 		$10.3M Buy
456,177
+9,792
+2% +$222K 0.02% 480
2025
Q3 		$10.2M Buy
446,385
+100,504
+29% +$2.28M 0.02% 466
2025
Q2 		$7.85M Sell
345,881
-117,581
-25% -$2.64M 0.02% 514
2025
Q1 		$10.4M Buy
463,462
+8,931
+2% +$201K 0.03% 423
2024
Q4 		$10.2M Buy
454,531
+194,391
+75% +$4.39M 0.03% 362
2024
Q3 		$5.91M Buy
+260,140
New +$5.83M 0.02% 494

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Raymond James Financial
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Wells Fargo
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Morgan Stanley
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LFG
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ATPW
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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