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Foundations Investment Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Foundations Investment Advisors’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 		$2.88M Buy
128,927
+65,660
+104% +$1.48M 0.04% 305
2025
Q4 		$1.43M Sell
63,267
-492
-0.8% -$11.1K 0.02% 414
2025
Q3 		$1.45M Buy
63,759
+2,861
+5% +$65K 0.02% 379
2025
Q2 		$1.38M Buy
60,898
+48,488
+391% +$1.09M 0.02% 361
2025
Q1 		$278K Buy
12,410
+1,890
+18% +$42.6K 0.01% 731
2024
Q4 		$236K Sell
10,520
-299
-3% -$6.75K ﹤0.01% 744
2024
Q3 		$246K Buy
+10,819
New +$243K 0.01% 699

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