Paradiem’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Paradiem’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 Q2	$1.75M	Sell	78,097 -2,903	-4%	-$65.1K	0.38%	42
2026 Q1	$1.81M	Sell	81,000 -16,847	-17%	-$380K	0.4%	38
2025 Q4	$2.21M	Hold	97,847	–	–	0.53%	35
2025 Q3	$2.23M	Hold	97,847	–	–	0.52%	34
2025 Q2	$2.22M	Sell	97,847 -9	-0%	-$202	0.56%	37
2025 Q1	$2.19M	Sell	97,856 -9,655	-9%	-$218K	0.6%	44
2024 Q4	$2.41M	Hold	107,511	–	–	0.65%	41
2024 Q3	$2.44M	Sell	107,511 -21	-0%	-$471	0.58%	45
2024 Q2	$2.37M	Hold	107,532	–	–	0.6%	57
2024 Q1	$2.39M	Buy	+107,532	New	+$2.4M	0.59%	66

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return