Sound Stewardship’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Sound Stewardship’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
2026 Q2	$1.38M	Buy	61,829 +2,184	+4%	+$49K	0.57%	27
2026 Q1	$1.33M	Buy	59,645 +4,344	+8%	+$97.9K	0.61%	28
2025 Q4	$1.25M	Buy	55,301 +2,083	+4%	+$47.2K	0.6%	28
2025 Q3	$1.21M	Buy	53,218 +2,000	+4%	+$45.4K	0.58%	29
2025 Q2	$1.16M	Sell	51,218 -81	-0.2%	-$1.82K	0.6%	30
2025 Q1	$1.15M	Buy	51,299 +1,281	+3%	+$28.9K	0.65%	28
2024 Q4	$1.12M	Buy	50,018 +767	+2%	+$17.3K	0.67%	29
2024 Q3	$1.12M	Buy	49,251 +2,733	+6%	+$61.3K	0.63%	29
2024 Q2	$1.03M	Sell	46,518 -461	-1%	-$10.2K	0.62%	30
2024 Q1	$1.05M	Buy	46,979 +37,886	+417%	+$845K	0.63%	30
2023 Q4	$203K	Buy	+9,093	New	+$197K	0.13%	64

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return