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SJS Investment Consulting’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

SJS Investment Consulting’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
Q2 		– Sell
-1,529
Closed -$33.4K – 1599
2023
Q1 		$33.4K Hold
1,529
– – 0.01% 178
2022
Q4 		$32.7K Hold
1,529
– – 0.01% 183
2022
Q3 		$31K Buy
+1,529
New +$33.3K 0.01% 195
2022
Q1 		$37K Hold
1,529
– – 0.01% 209
2021
Q4 		$39K Buy
+1,529
New +$38.8K 0.01% 190

Other funds holding BSJR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SJS Investment Consulting's BSJR Position: Q2 2023 in Review

SJS Investment Consulting sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2023, closing a stake of 1,529 shares — an estimated $33.4K sold.

SJS Investment Consulting first reported a position in BSJR in Q4 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 50 funds tracked by Wall St. Rank hold BSJR as of Q2 2023.

  • SJS Investment Consulting reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 1,529 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2023, an estimated $33.4K.
  • SJS Investment Consulting first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • SJS Investment Consulting's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $39K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2023.

Based on SJS Investment Consulting's 13F filing for Q2 2023, filed 13 Jul 2023.