GI
BSJR icon

Gradient Investments’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Gradient Investments’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
Q2 		$526K Sell
23,517
-1,193
-5% -$26.8K 0.01% 367
2026
Q1 		$553K Sell
24,710
-3,207
-11% -$72.3K 0.01% 347
2025
Q4 		$631K Buy
+27,917
New +$632K 0.01% 268
2025
Q3 		– Sell
-9,336
Closed -$212K – 375
2025
Q2 		$212K Buy
9,336
+71
+0.8% +$1.59K ﹤0.01% 353
2025
Q1 		$208K Sell
9,265
-1,539
-14% -$34.7K ﹤0.01% 309
2024
Q4 		$242K Buy
+10,804
New +$244K ﹤0.01% 274
2024
Q3 		– Sell
-1,059
Closed -$23.4K – 430
2024
Q2 		$23.4K Sell
1,059
-45
-4% -$995 ﹤0.01% 611
2024
Q1 		$24.6K Buy
1,104
+247
+29% +$5.51K ﹤0.01% 510
2023
Q4 		$19.2K Buy
857
+53
+7% +$1.15K ﹤0.01% 711
2023
Q3 		$17.2K Buy
804
+148
+23% +$3.2K ﹤0.01% 701
2023
Q2 		$14.2K Buy
656
+81
+14% +$1.75K ﹤0.01% 748
2023
Q1 		$12.6K Sell
575
-686
-54% -$14.9K ﹤0.01% 757
2022
Q4 		$27K Sell
1,261
-680
-35% -$14.5K ﹤0.01% 626
2022
Q3 		$40K Sell
1,941
-793
-29% -$17.3K ﹤0.01% 512
2022
Q2 		$58K Sell
2,734
-3,413
-56% -$77.3K ﹤0.01% 449
2022
Q1 		$148K Buy
+6,147
New +$150K ﹤0.01% 322

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return