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

Raymond James Financial Services Advisors’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
2024
Q3 		$570K Buy
25,089
+4,788
+24% +$107K ﹤0.01% 2527
2024
Q2 		$448K Buy
+20,301
New +$449K ﹤0.01% 2612

Other funds holding BSJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Raymond James Financial Services Advisors's BSJR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 24% in Q3 2024, buying an estimated $107K and bringing the position to 25,089 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Raymond James Financial Services Advisors first reported a position in BSJR in Q2 2024 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold BSJR as of Q3 2024.

  • Raymond James Financial Services Advisors held 25,089 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $570K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,788 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2024, an estimated $107K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2527 holding.
  • Raymond James Financial Services Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.