GI
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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
Q3 		$918K Buy
41,544
+18,027
+77% +$403K 0.01% 333
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 – 429
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 $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Gradient Investments's BSJR Position: Q3 2026 in Review

Gradient Investments increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 77% in Q3 2026, buying an estimated $403K and bringing the position to 41,544 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #333.

Gradient Investments first reported a position in BSJR in Q1 2022 and has held it in 17 quarters since. 19 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • Gradient Investments held 41,544 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $918K as of Q3 2026.
  • Gradient Investments bought 18,027 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $403K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #333 holding.
  • Gradient Investments first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.