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

CoreCap 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
Q2 		$51.2K Hold
2,290
– – ﹤0.01% 1396
2026
Q1 		$51.2K Hold
2,290
– – ﹤0.01% 1302
2025
Q4 		$51.8K Sell
2,290
-1,400
-38% -$31.7K ﹤0.01% 1321
2025
Q3 		$83.9K Buy
3,690
+1,400
+61% +$31.8K ﹤0.01% 1104
2025
Q2 		$52K Hold
2,290
– – ﹤0.01% 1242
2025
Q1 		$51.3K Hold
2,290
– – ﹤0.01% 1157
2024
Q4 		$51.3K Hold
2,290
– – ﹤0.01% 1174
2024
Q3 		$52K Hold
2,290
– – ﹤0.01% 1164
2024
Q2 		$50.6K Hold
2,290
– – 0.01% 659
2024
Q1 		$51K Buy
+2,290
New +$51.1K ﹤0.01% 1098

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return