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Cloud Capital Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Cloud Capital Management’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 		– Sell
-22,466
Closed -$508K – 111
2025
Q4 		$508K Buy
+22,466
New +$509K 0.24% 57

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Cloud Capital Management's BSJR Position: Q1 2026 in Review

Cloud Capital Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2026, closing a stake of 22,466 shares — an estimated $508K sold.

Cloud Capital Management first reported a position in BSJR in Q4 2025 and held it in 1 quarter. The position peaked at $508K in Q4 2025. 169 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • Cloud Capital Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cloud Capital Management sold 22,466 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $508K.
  • Cloud Capital Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cloud Capital Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $508K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.