EH
BSJR icon

Equitable Holdings’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Equitable Holdings’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 		$450K Sell
19,907
-14,469
-42% -$326K ﹤0.01% 1291
2025
Q4 		$777K Sell
34,376
-9,650
-22% -$218K 0.01% 944
2025
Q3 		$1M Sell
44,026
-15,922
-27% -$362K 0.01% 832
2025
Q2 		$1.36M Sell
59,948
-1,165
-2% -$26.2K 0.01% 704
2025
Q1 		$1.37M Sell
61,113
-3,966
-6% -$89.5K 0.01% 621
2024
Q4 		$1.46M Sell
65,079
-12,605
-16% -$285K 0.01% 566
2024
Q3 		$1.76M Sell
77,684
-35,041
-31% -$786K 0.02% 526
2024
Q2 		$2.49M Buy
112,725
+34,526
+44% +$763K 0.03% 406
2024
Q1 		$1.74M Sell
78,199
-8,018
-9% -$179K 0.02% 483
2023
Q4 		$1.93M Buy
86,217
+18,989
+28% +$412K 0.02% 421
2023
Q3 		$1.44M Buy
67,228
+44,334
+194% +$959K 0.02% 446
2023
Q2 		$495K Buy
+22,894
New +$495K 0.01% 704

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