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F/M Investments’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

F/M Investments’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
2025
Q4 		– Sell
-37,312
Closed -$848K – 434
2025
Q3 		$848K Buy
+37,312
New +$848K 0.03% 308

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

F/M Investments's BSJR Position: Q4 2025 in Review

F/M Investments sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2025, closing a stake of 37,312 shares — an estimated $848K sold.

F/M Investments first reported a position in BSJR in Q3 2025 and held it in 1 quarter. The position peaked at $848K in Q3 2025. 156 funds tracked by Wall St. Rank hold BSJR as of Q4 2025.

  • F/M Investments reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • F/M Investments sold 37,312 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $848K.
  • F/M Investments first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • F/M Investments's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $848K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2025.

Based on F/M Investments's 13F filing for Q4 2025, filed 3 Feb 2026.