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Stratos Wealth Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Stratos Wealth Partners’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
2021
Q3 		– Sell
-10,002
Closed -$257K – 1194
2021
Q2 		$257K Sell
10,002
-50
-0.5% -$1.27K 0.01% 1032
2021
Q1 		$255K Buy
+10,052
New +$256K 0.01% 943

Other funds holding BSJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Stratos Wealth Partners's BSJR Position: Q3 2021 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2021, closing a stake of 10,002 shares — an estimated $257K sold.

Stratos Wealth Partners first reported a position in BSJR in Q1 2021 and held it in 2 quarters. The position peaked at $257K in Q2 2021. 18 funds tracked by Wall St. Rank hold BSJR as of Q3 2021.

  • Stratos Wealth Partners reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,002 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $257K.
  • Stratos Wealth Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $257K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2021.

Based on Stratos Wealth Partners's 13F filing for Q3 2021, filed 19 Oct 2021.