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Salem Investment Counselors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-29
Closed -$649 – 1182
2023
Q4 		$649 Buy
+29
New +$630 ﹤0.01% 1047

Other funds holding BSJR

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Salem Investment Counselors's BSJR Position: Q1 2024 in Review

Salem Investment Counselors sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2024, closing a stake of 29 shares — an estimated $649 sold.

Salem Investment Counselors first reported a position in BSJR in Q4 2023 and held it in 1 quarter. The position peaked at $649 in Q4 2023. 71 funds tracked by Wall St. Rank hold BSJR as of Q1 2024.

  • Salem Investment Counselors reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 29 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $649.
  • Salem Investment Counselors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $649 in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.