CIAS
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CBIZ Investment Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

CBIZ Investment Advisory Services’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 		$11.5K Buy
514
+7
+1% +$158 ﹤0.01% 153
2025
Q4 		$11.5K Buy
507
+7
+1% +$158 ﹤0.01% 358
2025
Q3 		$11.4K Buy
500
+8
+2% +$182 ﹤0.01% 326
2025
Q2 		$11.2K Buy
492
+8
+2% +$180 ﹤0.01% 336
2025
Q1 		$10.9K Buy
484
+7
+1% +$158 ﹤0.01% 305
2024
Q4 		$10.7K Buy
477
+9
+2% +$203 ﹤0.01% 273
2024
Q3 		$10.6K Buy
468
+7
+2% +$157 ﹤0.01% 261
2024
Q2 		$10.2K Buy
461
+8
+2% +$177 ﹤0.01% 251
2024
Q1 		$10.1K Buy
+453
New +$10.1K ﹤0.01% 249

Other funds holding BSJR

MCP
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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