Key Financial Inc’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
29,374
+3,750
| +15% | +$85.1K | 0.13% | 133 |
|
|
2025
Q1 | $574K | Buy |
25,624
+2,800
| +12% | +$62.7K | 0.12% | 146 |
|
|
2024
Q4 | $511K | Buy |
22,824
+5,955
| +35% | +$133K | 0.12% | 150 |
|
|
2024
Q3 | $383K | Buy |
16,869
+2,435
| +17% | +$55.3K | 0.08% | 182 |
|
|
2024
Q2 | $319K | Buy |
14,434
+9,603
| +199% | +$212K | 0.08% | 186 |
|
|
2024
Q1 | $107K | Buy |
4,831
+1,714
| +55% | +$38.1K | 0.03% | 308 |
|
|
2023
Q4 | $69.7K | Buy |
3,117
+2,037
| +189% | +$45.6K | 0.02% | 369 |
|
|
2023
Q3 | $23.1K | Hold |
1,080
| – | – | 0.01% | 539 |
|
|
2023
Q2 | $23.4K | Hold |
1,080
| – | – | 0.01% | 545 |
|
|
2023
Q1 | $23.6K | Hold |
1,080
| – | – | 0.01% | 514 |
|
|
2022
Q4 | $22.1K | Hold |
1,080
| – | – | 0.01% | 480 |
|
|
2022
Q3 | $22K | Hold |
1,080
| – | – | 0.01% | 481 |
|
|
2022
Q2 | $23K | Hold |
1,080
| – | – | 0.01% | 478 |
|
|
2022
Q1 | $26K | Hold |
1,080
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $27K | Hold |
1,080
| – | – | 0.01% | 431 |
|
|
2021
Q3 | $28K | Hold |
1,080
| – | – | 0.02% | 415 |
|
|
2021
Q2 | $28K | Hold |
1,080
| – | – | 0.02% | 418 |
|
|
2021
Q1 | $27K | Hold |
1,080
| – | – | 0.02% | 352 |
|
|
2020
Q4 | $28K | Buy |
+1,080
| New | +$28K | 0.02% | 325 |
|