Geneos Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
19,635
-18,010
| -48% | -$409K | 0.01% | 746 |
|
|
2025
Q1 | $843K | Buy |
37,645
+19,835
| +111% | +$444K | 0.01% | 725 |
|
|
2024
Q4 | $399K | Buy |
17,810
+5,895
| +49% | +$132K | 0.01% | 641 |
|
|
2024
Q3 | $270K | Buy |
11,915
+7,515
| +171% | +$171K | 0.01% | 694 |
|
|
2024
Q2 | $97.2K | Buy |
4,400
+200
| +5% | +$4.42K | ﹤0.01% | 875 |
|
|
2024
Q1 | $93.5K | Buy |
4,200
+2,050
| +95% | +$45.6K | ﹤0.01% | 871 |
|
|
2023
Q4 | $48.1K | Buy |
2,150
+1,950
| +975% | +$43.6K | ﹤0.01% | 1074 |
|
|
2023
Q3 | $4.28K | Buy |
+200
| New | +$4.28K | ﹤0.01% | 1789 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$7K | – | 2842 |
|
|
2021
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 2320 |
|