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Harrison & Co Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Harrison & Co Wealth Management’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
2022
Q4 		$2.3M Buy
107,821
+2,685
+3% +$57.2K 2.23% 10
2022
Q3 		$2.15M Buy
+105,136
New +$2.29M 2.29% 13

Other funds holding BSJR

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return

Harrison & Co Wealth Management's BSJR Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.6% in Q4 2022, buying an estimated $57.2K and bringing the position to 107,821 shares worth $2.3M. The position accounts for 2.23% of the portfolio, ranked #10.

Harrison & Co Wealth Management first reported a position in BSJR in Q3 2022 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold BSJR as of Q4 2022.

  • Harrison & Co Wealth Management held 107,821 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.3M as of Q4 2022.
  • Harrison & Co Wealth Management bought 2,685 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $57.2K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 2.23% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #10 holding.
  • Harrison & Co Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.