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Gladstone Institutional Advisory’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Gladstone Institutional Advisory’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
2023
Q1 		– Sell
-9,834
Closed -$210K – 661
2022
Q4 		$210K Buy
+9,834
New +$209K 0.01% 588

Other funds holding BSJR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Gladstone Institutional Advisory's BSJR Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2023, closing a stake of 9,834 shares — an estimated $210K sold.

Gladstone Institutional Advisory first reported a position in BSJR in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 45 funds tracked by Wall St. Rank hold BSJR as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 9,834 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2023, an estimated $210K.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $210K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.