KAS
BSJR icon

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

Kestra Advisory Services’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 		$2.97M Buy
132,979
+8,457
+7% +$191K 0.01% 1069
2025
Q4 		$2.82M Buy
124,522
+68,488
+122% +$1.55M 0.01% 1027
2025
Q3 		$1.27M Buy
56,034
+1,225
+2% +$27.8K 0.01% 1429
2025
Q2 		$1.24M Buy
54,809
+1,617
+3% +$36.3K 0.01% 1347
2025
Q1 		$1.19M Buy
53,192
+10,104
+23% +$228K 0.01% 1288
2024
Q4 		$965K Buy
43,088
+4,503
+12% +$102K 0.01% 1444
2024
Q3 		$876K Buy
38,585
+2,233
+6% +$50.1K ﹤0.01% 1408
2024
Q2 		$803K Buy
+36,352
New +$803K ﹤0.01% 1466

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