Fidelity Investments’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Fidelity 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
2026 Q1	–	Sell	-1,741	Closed	-$39.4K	–	5437
2025 Q4	$39.4K	Buy	1,741 +1,651	+1,834%	+$37.4K	﹤0.01%	4208
2025 Q3	$2.05K	Sell	90 -897	-91%	-$20.4K	﹤0.01%	4932
2025 Q2	$22.4K	Buy	+987	New	+$22.2K	﹤0.01%	4247
2024 Q4	–	Sell	-1	Closed	-$23	–	5567
2024 Q3	$23	Buy	+1	New	+$22	﹤0.01%	5323
2023 Q3	–	Sell	-2,034	Closed	-$44K	–	5291
2023 Q2	$44K	Buy	+2,034	New	+$44K	﹤0.01%	3489

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments's BSJR Position: Q1 2026 in Review

Fidelity Investments sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2026, closing a stake of 1,741 shares — an estimated $39.4K sold.

Fidelity Investments first reported a position in BSJR in Q2 2023 and held it in 5 quarters. The position peaked at $44K in Q2 2023. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Fidelity Investments reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 1,741 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $39.4K.
Fidelity Investments first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
Fidelity Investments's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $44K in Q2 2023.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.