Dynamic Advisor Solutions’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Dynamic Advisor Solutions’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	$333K	Sell	14,890 -143	-1%	-$3.21K	0.01%	821
2026 Q1	$336K	Buy	15,033 +160	+1%	+$3.61K	0.01%	772
2025 Q4	$336K	Buy	14,873 +300	+2%	+$6.79K	0.01%	739
2025 Q3	$331K	Buy	14,573 +4,136	+40%	+$94K	0.01%	748
2025 Q2	$237K	Buy	+10,437	New	+$234K	0.01%	813

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return