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BSJR

Invesco BulletShares 2027 High Yield Corporate Bond ETF
1W: -0.4% 1M: -1.2% 3M: -1.5% YTD: -0.7% 1Y: +3.1% 3Y: +24.4% 5Y: +17.4%
$22.26
-0.05 (-0.22%)
After Hours: $21.52 (-0.74, -3.30%)
ETF NASDAQ · AUM $808.4M
ETF-Level Metrics
AUM$808M
Holdings62
Top 10 Wt22.0%
Beta0.49
% Profitable31%
Coverage46%
Portfolio Valuation
P/E250.2
P/B1.0
P/S0.4
EV/EBITDA4.8
P/FCF7.0
PEG-58.59
Profitability & Returns
Gross Margin8.4%
Net Margin-6.5%
ROE-15.9%
ROA-1.1%
ROIC3.6%
Div Yield2.81%
Leverage & Liquidity
Debt/Equity3.22
Debt/Assets0.20
Net Debt/EBITDA0.7x
Interest Cov0.7x
Current Ratio3.77
Quick Ratio3.62
Growth (YoY)
Revenue+9.2%
Net Income-0.8%
EPS+0.5%
FCF+28.4%
EBITDA+22.3%
Rev CAGR 3Y+2.0%
Quality Scores
Piotroski F5.5
Altman Z1.13
IS Quality49.0
IS Overall36.7
IS Value52.8
Median P/E10.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Other 53 46.5%
Consumer Cyclical 16 10.6% 10.0
Financial Services 7 10.1% -724.7
Industrials 11 9.0% 27.4
Communication Services 5 7.8% 34.9
Energy 7 4.5% 41.2
Real Estate 7 4.2% 35.8
Healthcare 2 2.3% 3.4
Basic Materials 3 1.6% 15.5
Consumer Defensive 2 1.6% 2.4
Technology 1 1.1% 19.3
Utilities 1 0.6% -35.1

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 115 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Invesco Government & Agency Portfolio AGPXX 4.81% $39.5M 39,535,641 $79.1B Financial Services
2 DISH Network Corp Private 3.25% $25.7M 24,912,000
3 Live Nation Entertainment Inc LYV 2.56% $20.6M 20,651,000 71.2 $34.9B Communication Services
4 TransDigm Inc Private 2.52% $20.6M 20,330,000
5 Bombardier Inc BBD-B.TO 2.34% $18.9M 18,156,000 18.4 $23.7B Industrials
6 Rakuten Group Inc 4755.T 2.21% $18.1M 17,313,000 -9.1 $1.6T Consumer Cyclical
7 Nexstar Media Inc NXST 2.02% $16.5M 16,512,000 61.1 $6.7B Communication Services
8 TK Elevator US Newco Inc Private 1.85% $15.1M 15,103,000
9 Lightning Power LLC Private 1.84% $15.1M 14,410,000
10 Sirius XM Radio LLC ALMNG.PA 1.77% $14.5M 14,530,000 Communication Services
11 Tenet Healthcare Corp THC 1.76% $14.2M 14,222,000 12.2 $17.2B Healthcare
12 Alliant Holdings Intermediate LLC / Alliant Holdings Co-Issuer Private 1.62% $13.0M 12,976,000
13 Icahn Enterprises LP / Icahn Enterprises Finance Corp IEP 1.60% $12.9M 13,253,000 -15.3 $4.9B Industrials
14 MPT Operating Partnership LP / MPT Finance Corp Private 1.58% $12.8M 13,555,000
15 Sunoco LP SUN 1.54% $12.4M 12,100,000 23.0 $9.1B Energy
16 Vistra Operations Co LLC Private 1.53% $12.5M 12,532,000
17 Wand NewCo 3 Inc Private 1.52% $12.4M 12,105,000
18 Navient Corp NAVI 1.40% $11.6M 11,623,000 -8.7 $783M Financial Services
19 Discovery Global Holdings Inc Private 1.39% $11.5M 11,570,000
20 CSC Holdings LLC 0235.HK 1.25% $10.0M 11,428,000 -94.9 $510M Financial Services
21 Vistra Operations Co LLC Private 1.24% $10.0M 9,606,000
22 Iliad Holding SAS Private 1.21% $9.7M 9,199,000
23 Boyd Gaming Corp BYD 1.17% $9.5M 9,604,000 3.5 $6.3B Consumer Cyclical
24 Iron Mountain Inc IRM 1.16% $9.6M 9,605,000 206.5 $29.6B Real Estate
25 Prime Security Services Borrower LLC / Prime Finance Inc Private 1.15% $9.4M 9,606,000
26 Chart Industries Inc GTLS 1.13% $9.1M 8,731,000 234.0 $9.9B Industrials
27 Gen Digital Inc NLOK 1.09% $8.7M 8,644,000 19.3 $14.3B Technology
28 Wynn Las Vegas LLC / Wynn Las Vegas Capital Corp Private 1.07% $8.7M 8,644,000
29 CCO Holdings LLC / CCO Holdings Capital Corp Private 1.06% $8.6M 8,565,000
30 Garrett Motion Holdings Inc / Garrett LX I Sarl GTX 1.00% $8.0M 7,690,000 11.4 $3.6B Consumer Cyclical
31 BellRing Brands Inc BRBR 0.99% $8.2M 8,131,000 9.9 $1.8B Consumer Defensive
32 Sotheby's Private 0.91% $7.3M 7,402,000
33 Alcoa Nederland Holding BV Private 0.91% $7.5M 7,200,000
34 KFC Holding Co/Pizza Hut Holdings LLC/Taco Bell of America LLC Private 0.89% $7.2M 7,203,000
35 Cogent Communications Group LLC / Cogent Finance Inc CCOI 0.88% $7.1M 7,181,000 -4.7 $897M Communication Services
36 Alliant Holdings Intermediate LLC / Alliant Holdings Co-Issuer Private 0.88% $7.1M 7,267,000
37 Freedom Mortgage Holdings LLC Private 0.88% $7.0M 6,960,000
38 OneMain Finance Corp Private 0.87% $7.1M 7,264,000
39 GGAM Finance Ltd Private 0.84% $6.8M 6,724,000
40 Cougar JV Subsidiary LLC Private 0.84% $6.8M 6,534,000
41 Methanex Corp MX.TO 0.83% $6.7M 6,725,000 57.6 $6.4B Basic Materials
42 RHP Hotel Properties LP / RHP Finance Corp Private 0.82% $6.6M 6,640,000
43 GEO Group Inc/The Private 0.81% $6.4M 6,004,000
44 Goodyear Tire & Rubber Co/The GTPPP 0.81% $6.7M 6,729,000 -1.1 Consumer Cyclical
45 Trivium Packaging Finance BV Private 0.76% $6.2M 5,655,000
46 EquipmentShare.com Inc EQPT 0.76% $6.1M 5,810,000 $5.4B Industrials
47 USI Inc/NY Private 0.75% $6.1M 5,993,000
48 Owens-Brockway Glass Container Inc Private 0.73% $5.9M 5,895,000
49 Hilton Worldwide Finance LLC / Hilton Worldwide Finance Corp Private 0.72% $5.8M 5,765,000
50 XPO Inc XP 0.71% $5.8M 5,621,000 9.9 $9.8B Financial Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms