Cetera Investment Advisers
BSJR icon

Cetera Investment Advisers’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Cetera Investment Advisers’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 		$36.1M Buy
1,612,081
+210,151
+15% +$4.74M 0.04% 471
2025
Q4 		$31.7M Buy
1,401,930
+606,278
+76% +$13.7M 0.03% 478
2025
Q3 		$18.1M Buy
795,652
+36,591
+5% +$831K 0.02% 686
2025
Q2 		$17.2M Buy
759,061
+15,273
+2% +$343K 0.03% 581
2025
Q1 		$16.7M Buy
743,788
+22,265
+3% +$502K 0.03% 527
2024
Q4 		$16.2M Buy
721,523
+189,844
+36% +$4.29M 0.03% 500
2024
Q3 		$12.1M Buy
531,679
+157,193
+42% +$3.52M 0.03% 619
2024
Q2 		$8.27M Buy
374,486
+119,045
+47% +$2.63M 0.02% 752
2024
Q1 		$5.68M Buy
+255,441
New +$5.69M 0.01% 922

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return