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

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-58,144	Closed	-$1.32M	–	561
2025 Q3	$1.32M	Buy	+58,144	New	+$1.32M	0.01%	766

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Kovitz Investment Group Partners's BSJR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2025, closing a stake of 58,144 shares — an estimated $1.32M sold.

Kovitz Investment Group Partners first reported a position in BSJR in Q3 2025 and held it in 1 quarter. The position peaked at $1.32M in Q3 2025. 156 funds tracked by Wall St. Rank hold BSJR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 58,144 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.32M.
Kovitz Investment Group Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
Kovitz Investment Group Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.32M in Q3 2025.
156 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.