Citadel Advisors
BSJR icon

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

Citadel 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 		$1.64M Buy
73,522
+9,449
+15% +$213K ﹤0.01% 6523
2025
Q4 		$1.45M Buy
64,073
+46,798
+271% +$1.06M ﹤0.01% 6587
2025
Q3 		$393K Buy
+17,275
New +$393K ﹤0.01% 9708
2024
Q3 		– Sell
-44,071
Closed -$973K – 14311
2024
Q2 		$973K Buy
+44,071
New +$974K ﹤0.01% 6631
2022
Q2 		– Sell
-105,873
Closed -$2.54M – 12957
2022
Q1 		$2.54M Buy
+105,873
New +$2.59M ﹤0.01% 5555
2021
Q4 		– Sell
-70,710
Closed -$1.81M – 13844
2021
Q3 		$1.81M Buy
+70,710
New +$1.81M ﹤0.01% 6627

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
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