IA
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IFP Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

IFP Advisors’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
Q1 		$163K Buy
7,277
+2,787
+62% +$62.8K ﹤0.01% 1511
2025
Q4 		$102K Hold
4,490
– – ﹤0.01% 1776
2025
Q3 		$102K Hold
4,490
– – ﹤0.01% 1665
2025
Q2 		$102K Hold
4,490
– – ﹤0.01% 1628
2025
Q1 		$101K Hold
4,490
– – ﹤0.01% 1523
2024
Q4 		$101K Hold
4,490
– – ﹤0.01% 1465
2024
Q3 		$102K Buy
+4,490
New +$101K ﹤0.01% 1395
2023
Q1 		– Sell
-1,000
Closed -$25K – 3491
2022
Q4 		$25K Buy
1,000
+250
+33% +$5.33K ﹤0.01% 2706
2022
Q3 		$19K Buy
+750
New +$16.3K ﹤0.01% 3115

Other funds holding BSJR

MCP
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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return