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Orion Portfolio Solutions’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.48M Buy
66,075
+3,432
+5% +$77.4K 0.01% 873
2024
Q4 		$1.4M Sell
62,643
-3,070
-5% -$69.3K 0.01% 877
2024
Q3 		$1.49M Buy
65,713
+2,849
+5% +$63.9K 0.01% 837
2024
Q2 		$1.39M Buy
62,864
+4,009
+7% +$88.6K 0.01% 824
2024
Q1 		$1.31M Buy
58,855
+6,728
+13% +$150K 0.01% 865
2023
Q4 		$1.16M Buy
+52,127
New +$1.13M 0.01% 886

Other funds holding BSJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's BSJR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 5.5% in Q1 2025, buying an estimated $77.4K and bringing the position to 66,075 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #873.

Orion Portfolio Solutions first reported a position in BSJR in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2024. 125 funds tracked by Wall St. Rank hold BSJR as of Q1 2025.

  • Orion Portfolio Solutions held 66,075 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.48M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,432 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2025, an estimated $77.4K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #873 holding.
  • Orion Portfolio Solutions first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.49M in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.