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Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-2,032
Closed -$46K – 621
2024
Q3 		$46K Buy
2,032
+34
+2% +$762 0.01% 493
2024
Q2 		$44K Buy
+1,998
New +$44.2K 0.01% 501

Other funds holding BSJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSJR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2024, closing a stake of 2,032 shares — an estimated $46K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSJR in Q2 2024 and held it in 2 quarters. The position peaked at $46K in Q3 2024. 116 funds tracked by Wall St. Rank hold BSJR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,032 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $46K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $46K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.