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

Sheets Smith 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
2023
Q4 		– Sell
-1,847
Closed -$39.5K – 363
2023
Q3 		$39.5K Buy
+1,847
New +$39.9K 0.01% 395

Other funds holding BSJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM

Sheets Smith Wealth Management's BSJR Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q4 2023, closing a stake of 1,847 shares — an estimated $39.5K sold.

Sheets Smith Wealth Management first reported a position in BSJR in Q3 2023 and held it in 1 quarter. The position peaked at $39.5K in Q3 2023. 67 funds tracked by Wall St. Rank hold BSJR as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,847 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $39.5K.
  • Sheets Smith Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $39.5K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.