HWAM
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Hennion & Walsh Asset Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$919K Sell
41,126
-4,132
-9% -$92.7K 0.03% 582
2026
Q1 		$1.01M Sell
45,258
-11,634
-20% -$262K 0.03% 507
2025
Q4 		$1.29M Sell
56,892
-17,087
-23% -$387K 0.04% 460
2025
Q3 		$1.68M Sell
73,979
-17,663
-19% -$401K 0.06% 387
2025
Q2 		$2.08M Sell
91,642
-2,796
-3% -$62.8K 0.08% 311
2025
Q1 		$2.12M Sell
94,438
-4,358
-4% -$98.3K 0.09% 264
2024
Q4 		$2.21M Buy
98,796
+20,602
+26% +$465K 0.1% 261
2024
Q3 		$1.78M Buy
78,194
+21,578
+38% +$484K 0.08% 310
2024
Q2 		$1.25M Buy
56,616
+8,861
+19% +$196K 0.06% 375
2024
Q1 		$1.06M Buy
47,755
+12,109
+34% +$270K 0.06% 407
2023
Q4 		$797K Buy
35,646
+12,607
+55% +$274K 0.05% 463
2023
Q3 		$493K Buy
+23,039
New +$498K 0.03% 522

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
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return