Robertson Stephens Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Robertson Stephens Wealth Management’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 Q2	–	Sell	-8,930	Closed	-$200K	–	559
2025 Q1	$200K	Sell	8,930 -11,790	-57%	-$266K	0.01%	531
2024 Q4	$464K	Sell	20,720 -5,170	-20%	-$117K	0.02%	369
2024 Q3	$588K	Sell	25,890 -6,335	-20%	-$142K	0.02%	376
2024 Q2	$712K	Hold	32,225	–	–	0.04%	275
2024 Q1	$717K	Hold	32,225	–	–	0.04%	282
2023 Q4	$721K	Hold	32,225	–	–	0.04%	257
2023 Q3	$690K	Hold	32,225	–	–	0.05%	254
2023 Q2	$697K	Hold	32,225	–	–	0.05%	234
2023 Q1	$704K	Buy	32,225 +22,775	+241%	+$494K	0.05%	244
2022 Q4	$202K	Buy	+9,450	New	+$201K	0.02%	397

Other funds holding BSJR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robertson Stephens Wealth Management's BSJR Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2025, closing a stake of 8,930 shares — an estimated $200K sold.

Robertson Stephens Wealth Management first reported a position in BSJR in Q4 2022 and held it in 10 quarters. The position peaked at $721K in Q4 2023. 134 funds tracked by Wall St. Rank hold BSJR as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,930 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2025, an estimated $200K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $721K in Q4 2023.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.