GRP
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Global Retirement Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-393
Closed -$8.92K – 3669
2024
Q3 		$8.92K Hold
393
– – ﹤0.01% 2334
2024
Q2 		$8.68K Hold
393
– – ﹤0.01% 2375
2024
Q1 		$8.74K Sell
393
-1,401
-78% -$31.2K ﹤0.01% 2182
2023
Q4 		$40.1K Hold
1,794
– – ﹤0.01% 1457
2023
Q3 		$38.1K Sell
1,794
-1,821
-50% -$39.4K ﹤0.01% 1391
2023
Q2 		$78.2K Sell
3,615
-555
-13% -$12K ﹤0.01% 1055
2023
Q1 		$90.3K Buy
+4,170
New +$90.5K ﹤0.01% 961

Other funds holding BSJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's BSJR Position: Q4 2024 in Review

Global Retirement Partners sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2024, closing a stake of 393 shares — an estimated $8.92K sold.

Global Retirement Partners first reported a position in BSJR in Q1 2023 and held it in 7 quarters. The position peaked at $90.3K in Q1 2023. 116 funds tracked by Wall St. Rank hold BSJR as of Q4 2024.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 393 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $8.92K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Global Retirement Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $90.3K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.