ZIM
BSJR icon

Zacks Investment Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Zacks Investment 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
Q3 		– Sell
-20,780
Closed -$450K – 615
2023
Q2 		$450K Hold
20,780
– – 0.01% 468
2023
Q1 		$454K Buy
+20,780
New +$451K 0.01% 461

Other funds holding BSJR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $99.5M AUM
GGI
GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Zacks Investment Management's BSJR Position: Q3 2023 in Review

Zacks Investment Management sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2023, closing a stake of 20,780 shares — an estimated $450K sold.

Zacks Investment Management first reported a position in BSJR in Q1 2023 and held it in 2 quarters. The position peaked at $454K in Q1 2023. 56 funds tracked by Wall St. Rank hold BSJR as of Q3 2023.

  • Zacks Investment Management reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 20,780 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2023, an estimated $450K.
  • Zacks Investment Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Zacks Investment Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $454K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.