IMA Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41.6K Buy
1,858
+8
+0.4% +$180 ﹤0.01% 259
2025
Q4
$41.8K Hold
1,850
﹤0.01% 258
2025
Q3
$42.1K Sell
1,850
-903
-33% -$20.5K ﹤0.01% 256
2025
Q2
$62.5K Sell
2,753
-2,142
-44% -$48.1K 0.01% 216
2025
Q1
$110K Sell
4,895
-203,449
-98% -$4.59M 0.01% 187
2024
Q4
$4.67M Buy
208,344
+21,805
+12% +$492K 0.56% 40
2024
Q3
$4.23M Buy
186,539
+317
+0.2% +$7.11K 0.92% 29
2024
Q2
$4.11M Buy
186,222
+94,411
+103% +$2.09M 1.82% 17
2024
Q1
$2.04M Buy
91,811
+23,423
+34% +$522K 0.97% 33
2023
Q4
$1.53M Buy
68,388
+43,643
+176% +$947K 0.77% 43
2023
Q3
$530K Buy
+24,745
New +$535K 0.14% 110

Other funds holding BSJR

IMA Advisory Services's BSJR Position: Q1 2026 in Review

IMA Advisory Services increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.43% in Q1 2026, buying an estimated $180 and bringing the position to 1,858 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

IMA Advisory Services first reported a position in BSJR in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.67M in Q4 2024. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • IMA Advisory Services held 1,858 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $41.6K as of Q1 2026.
  • IMA Advisory Services bought 8 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $180.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #259 holding.
  • IMA Advisory Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • IMA Advisory Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $4.67M in Q4 2024.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.