Robertson Stephens Wealth Management, LLC
Position in BSJR — Invesco BulletShares 2027 High Yield Corporate Bond ETF
CIK 1767307
San Francisco, CA
All Filings in BSJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 BSJR | $200,076 | 8,930 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 BSJR | $464,128 | 20,720 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 BSJR | $587,703 | 25,890 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 BSJR | $711,656 | 32,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BSJR | $717,006 | 32,225 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BSJR | $720,841 | 32,225 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 BSJR | $689,776 | 32,225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 BSJR | $697,349 | 32,225 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 BSJR | $703,697 | 32,225 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 BSJR | $201,993 | 9,450 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||