Wealthcare Advisory Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Wealthcare Advisory 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
2024 Q1	–	Sell	-9,985	Closed	-$223K	–	805
2023 Q4	$223K	Hold	9,985	–	–	0.01%	687
2023 Q3	$214K	Buy	9,985 +5	+0.1%	+$108	0.01%	642
2023 Q2	$216K	Buy	+9,980	New	+$216K	0.01%	655
2021 Q2	–	Sell	-650	Closed	-$16K	–	718
2021 Q1	$16K	Buy	+650	New	+$16.5K	﹤0.01%	1280
2020 Q2	–	Sell	-650	Closed	-$14K	–	443
2020 Q1	$14K	Hold	650	–	–	﹤0.01%	817
2019 Q4	$17K	Buy	+650	New	+$16.4K	﹤0.01%	804

Other funds holding BSJR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wealthcare Advisory Partners's BSJR Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2024, closing a stake of 9,985 shares — an estimated $223K sold.

Wealthcare Advisory Partners first reported a position in BSJR in Q4 2019 and held it in 6 quarters. The position peaked at $223K in Q4 2023. 71 funds tracked by Wall St. Rank hold BSJR as of Q1 2024.

Wealthcare Advisory Partners reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 9,985 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2024, an estimated $223K.
Wealthcare Advisory Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $223K 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 Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.