OMC
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Old Mission Capital’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Old Mission Capital’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 		$399K Sell
17,856
-130,520
-88% -$2.94M 0.01% 797
2025
Q4 		$3.36M Buy
148,376
+122,394
+471% +$2.77M 0.13% 129
2025
Q3 		$591K Buy
+25,982
New +$590K 0.02% 655
2025
Q1 		– Sell
-18,754
Closed -$420K – 951
2024
Q4 		$420K Buy
+18,754
New +$423K 0.01% 662
2024
Q2 		– Sell
-10,712
Closed -$238K – 1338
2024
Q1 		$238K Sell
10,712
-95,174
-90% -$2.12M 0.01% 995
2023
Q4 		$2.37M Buy
105,886
+95,628
+932% +$2.08M 0.07% 312
2023
Q3 		$220K Buy
+10,258
New +$222K 0.01% 987
2023
Q2 		– Sell
-28,095
Closed -$614K – 1309
2023
Q1 		$614K Buy
+28,095
New +$610K 0.02% 687

Other funds holding BSJR

MCP
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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