FIG Financial Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

FIG Financial Advisory Services’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 Q3	–	Sell	-61,405	Closed	-$1.39M	–	64
2025 Q2	$1.39M	Buy	+61,405	New	+$1.38M	0.93%	28

Other funds holding BSJR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

FIG Financial Advisory Services's BSJR Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2025, closing a stake of 61,405 shares — an estimated $1.39M sold.

FIG Financial Advisory Services first reported a position in BSJR in Q2 2025 and held it in 1 quarter. The position peaked at $1.39M in Q2 2025. 140 funds tracked by Wall St. Rank hold BSJR as of Q3 2025.

FIG Financial Advisory Services reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 61,405 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2025, an estimated $1.39M.
FIG Financial Advisory Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
FIG Financial Advisory Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.39M in Q2 2025.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.