PFS
BSJR icon

Prospera Financial Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Prospera Financial Services’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 		$3.58M Buy
160,293
+375
+0.2% +$8.41K 0.05% 367
2026
Q1 		$3.58M Buy
159,918
+2,974
+2% +$67K 0.06% 352
2025
Q4 		$3.55M Buy
156,944
+13,165
+9% +$298K 0.06% 329
2025
Q3 		$3.27M Buy
143,779
+3,710
+3% +$84.3K 0.06% 349
2025
Q2 		$3.18M Buy
140,069
+2,932
+2% +$65.9K 0.06% 329
2025
Q1 		$3.07M Buy
137,137
+12,093
+10% +$273K 0.07% 286
2024
Q4 		$2.8M Buy
125,044
+42,866
+52% +$968K 0.07% 300
2024
Q3 		$1.87M Buy
82,178
+70
+0.1% +$1.57K 0.05% 349
2024
Q2 		$1.81M Sell
82,108
-771
-0.9% -$17K 0.05% 360
2024
Q1 		$1.84M Sell
82,879
-213
-0.3% -$4.75K 0.05% 343
2023
Q4 		$1.86M Buy
83,092
+26,247
+46% +$570K 0.06% 323
2023
Q3 		$1.22M Buy
56,845
+1,306
+2% +$28.2K 0.05% 379
2023
Q2 		$1.2M Buy
55,539
+1,384
+3% +$29.9K 0.05% 366
2023
Q1 		$1.18M Buy
54,155
+6,841
+14% +$148K 0.05% 375
2022
Q4 		$1.01M Buy
+47,314
New +$1.01M 0.05% 355

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return