QCIG
BSJR icon

Quad-Cities Investment Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Quad-Cities Investment Group’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 		$707K Buy
31,655
+9,085
+40% +$204K 0.25% 88
2026
Q1 		$505K Buy
22,570
+203
+0.9% +$4.58K 0.2% 110
2025
Q4 		$506K Buy
22,367
+3,362
+18% +$76.1K 0.21% 102
2025
Q3 		$432K Buy
19,005
+504
+3% +$11.5K 0.18% 108
2025
Q2 		$420K Buy
18,501
+383
+2% +$8.6K 0.19% 109
2025
Q1 		$406K Buy
18,118
+732
+4% +$16.5K 0.2% 107
2024
Q4 		$389K Buy
17,386
+4,673
+37% +$106K 0.19% 107
2024
Q3 		$289K Buy
12,713
+966
+8% +$21.7K 0.14% 140
2024
Q2 		$259K Buy
11,747
+110
+0.9% +$2.43K 0.14% 143
2024
Q1 		$259K Buy
11,637
+102
+0.9% +$2.27K 0.15% 141
2023
Q4 		$257K Buy
11,535
+2,079
+22% +$45.1K 0.16% 137
2023
Q3 		$202K Buy
9,456
+69
+0.7% +$1.49K 0.14% 162
2023
Q2 		$203K Buy
+9,387
New +$203K 0.13% 165

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $816M 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $9.96B AUM 23.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return