Financial Gravity Asset Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-25	Closed	-$560	–	1573
2024 Q1	$560	Buy	+25	New	+$557	﹤0.01%	1352
2023 Q3	–	Sell	-22	Closed	-$545	–	1310
2023 Q2	$545	Buy	+22	New	+$476	﹤0.01%	987

Other funds holding BSJR

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Financial Gravity Asset Management's BSJR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2024, closing a stake of 25 shares — an estimated $560 sold.

Financial Gravity Asset Management first reported a position in BSJR in Q2 2023 and held it in 2 quarters. The position peaked at $560 in Q1 2024. 80 funds tracked by Wall St. Rank hold BSJR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 25 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2024, an estimated $560.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $560 in Q1 2024.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.