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 – 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 $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Gradient Investments's BSJR Position: Q2 2026 in Review

Gradient Investments reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 4.8% in Q2 2026, selling an estimated $26.8K and leaving 23,517 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #367.

Gradient Investments first reported a position in BSJR in Q1 2022 and has held it in 16 quarters since. The position peaked at $631K in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Gradient Investments held 23,517 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $526K as of Q2 2026.
  • Gradient Investments sold 1,193 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $26.8K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #367 holding.
  • Gradient Investments first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Gradient Investments's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $631K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.