GAMMA Investing’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

GAMMA Investing’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 Q3	$29.9K	Buy	1,353 +224	+20%	+$5K	﹤0.01%	2694
2026 Q2	$25.2K	Hold	1,129	–	–	﹤0.01%	2714
2026 Q1	$25.2K	Sell	1,129 -11	-1%	-$248	﹤0.01%	2601
2025 Q4	$25.8K	Buy	1,140 +462	+68%	+$10.5K	﹤0.01%	2475
2025 Q3	$15.4K	Sell	678 -8,508	-93%	-$193K	﹤0.01%	2655
2025 Q2	$209K	Sell	9,186 -46,850	-84%	-$1.05M	0.01%	890
2025 Q1	$1.26M	Buy	56,036 +9,795	+21%	+$221K	0.09%	193
2024 Q4	$1.04M	Buy	46,241 +21,103	+84%	+$476K	0.09%	202
2024 Q3	$571K	Buy	25,138 +7,207	+40%	+$162K	0.06%	303
2024 Q2	$396K	Buy	+17,931	New	+$396K	0.05%	319

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

GAMMA Investing's BSJR Position: Q3 2026 in Review

GAMMA Investing increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 20% in Q3 2026, buying an estimated $5K and bringing the position to 1,353 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

GAMMA Investing first reported a position in BSJR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.26M in Q1 2025. 117 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

GAMMA Investing held 1,353 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $29.9K as of Q3 2026.
GAMMA Investing bought 224 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $5K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2694 holding.
GAMMA Investing first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
GAMMA Investing's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.26M in Q1 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.