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Kessler Investment Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Kessler Investment Group’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
2023
Q3 		– Sell
-45,218
Closed -$979K – 165
2023
Q2 		$979K Sell
45,218
-5,005
-10% -$108K 0.69% 29
2023
Q1 		$1.1M Buy
50,223
+2,249
+5% +$48.8K 0.74% 32
2022
Q4 		$1.02M Buy
+47,974
New +$1.02M 1.08% 26

Other funds holding BSJR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Kessler Investment Group's BSJR Position: Q3 2023 in Review

Kessler Investment Group sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2023, closing a stake of 45,218 shares — an estimated $979K sold.

Kessler Investment Group first reported a position in BSJR in Q4 2022 and held it in 3 quarters. The position peaked at $1.1M in Q1 2023. 56 funds tracked by Wall St. Rank hold BSJR as of Q3 2023.

  • Kessler Investment Group reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Kessler Investment Group sold 45,218 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $979K.
  • Kessler Investment Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Kessler Investment Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.1M in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2023.

Based on Kessler Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.