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Cetera Advisor Networks’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$551K Buy
24,786
+13,189
+114% +$294K ﹤0.01% 1872
2023
Q4 		$259K Buy
+11,597
New +$252K ﹤0.01% 2343

Other funds holding BSJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cetera Advisor Networks's BSJR Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 114% in Q1 2024, buying an estimated $294K and bringing the position to 24,786 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Cetera Advisor Networks first reported a position in BSJR in Q4 2023 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold BSJR as of Q1 2024.

  • Cetera Advisor Networks held 24,786 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $551K as of Q1 2024.
  • Cetera Advisor Networks bought 13,189 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $294K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1872 holding.
  • Cetera Advisor Networks first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.