CAPTRUST Financial Advisors
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.85M Sell
345,881
-117,581
-25% -$2.67M 0.02% 514
2025
Q1 		$10.4M Buy
463,462
+8,931
+2% +$200K 0.03% 423
2024
Q4 		$10.2M Buy
454,531
+194,391
+75% +$4.35M 0.03% 362
2024
Q3 		$5.91M Buy
+260,140
New +$5.91M 0.02% 494