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

Delta Wealth 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
2024
Q3 		– Sell
-15,109
Closed -$334K – 43
2024
Q2 		$334K Sell
15,109
-43,068
-74% -$952K 0.33% 34
2024
Q1 		$1.29M Buy
+58,177
New +$1.3M 1.34% 19

Other funds holding BSJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Delta Wealth Advisors's BSJR Position: Q3 2024 in Review

Delta Wealth Advisors sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2024, closing a stake of 15,109 shares — an estimated $334K sold.

Delta Wealth Advisors first reported a position in BSJR in Q1 2024 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 97 funds tracked by Wall St. Rank hold BSJR as of Q3 2024.

  • Delta Wealth Advisors reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 15,109 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $334K.
  • Delta Wealth Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Delta Wealth Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.29M in Q1 2024.
  • 97 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2024.

Based on Delta Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2025.