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Integrated Wealth Concepts’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Integrated Wealth Concepts’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 		$1.2M Sell
53,581
-61
-0.1% -$1.38K 0.01% 1015
2025
Q4 		$1.21M Buy
53,642
+1,056
+2% +$23.9K 0.01% 690
2025
Q3 		$1.2M Buy
52,586
+393
+0.8% +$8.93K 0.01% 889
2025
Q2 		$1.19M Sell
52,193
-652
-1% -$14.6K 0.01% 833
2025
Q1 		$1.18M Buy
52,845
+14,804
+39% +$334K 0.01% 761
2024
Q4 		$852K Buy
38,041
+4,600
+14% +$104K 0.01% 890
2024
Q3 		$759K Buy
33,441
+3,145
+10% +$70.5K 0.01% 917
2024
Q2 		$669K Buy
30,296
+1,192
+4% +$26.3K 0.01% 928
2024
Q1 		$648K Buy
29,104
+17,936
+161% +$400K 0.01% 935
2023
Q4 		$250K Buy
11,168
+526
+5% +$11.4K ﹤0.01% 1353
2023
Q3 		$228K Buy
+10,642
New +$230K ﹤0.01% 1358

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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