4Thought Financial Group
BSJR icon

4Thought Financial Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

4Thought Financial Group’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
2026
Q3 		$444K Buy
20,079
+66
+0.3% +$1.47K 0.21% 31
2026
Q2 		$447K Buy
20,013
+869
+5% +$19.5K 0.21% 30
2026
Q1 		$428K Sell
19,144
-431
-2% -$9.7K 0.21% 32
2025
Q4 		$443K Sell
19,575
-447
-2% -$10.1K 0.22% 31
2025
Q3 		$455K Sell
20,022
-44
-0.2% -$1K 0.23% 35
2025
Q2 		$456K Sell
20,066
-690
-3% -$15.5K 0.24% 34
2025
Q1 		$465K Buy
20,756
+255
+1% +$5.75K 0.29% 32
2024
Q4 		$459K Buy
20,501
+458
+2% +$10.3K 0.29% 32
2024
Q3 		$455K Sell
20,043
-29
-0.1% -$650 0.28% 35
2024
Q2 		$443K Buy
20,072
+2,121
+12% +$46.9K 0.28% 36
2024
Q1 		$399K Sell
17,951
-340
-2% -$7.58K 0.26% 36
2023
Q4 		$409K Buy
18,291
+3,314
+22% +$71.9K 0.3% 34
2023
Q3 		$321K Buy
14,977
+193
+1% +$4.17K 0.26% 36
2023
Q2 		$320K Sell
14,784
-8,908
-38% -$193K 0.26% 37
2023
Q1 		$517K Buy
23,692
+318
+1% +$6.9K 0.43% 32
2022
Q4 		$500K Buy
23,374
+90
+0.4% +$1.92K 0.45% 31
2022
Q3 		$477K Buy
23,284
+38
+0.2% +$828 0.47% 33
2022
Q2 		$491K Sell
23,246
-1,478
-6% -$33.5K 0.46% 34
2022
Q1 		$594K Buy
24,724
+221
+0.9% +$5.4K 0.53% 34
2021
Q4 		$622K Buy
24,503
+3,756
+18% +$95.4K 0.5% 32
2021
Q3 		$530K Buy
20,747
+2,436
+13% +$62.4K 0.46% 34
2021
Q2 		$470K Buy
18,311
+1,396
+8% +$35.6K 0.42% 32
2021
Q1 		$429K Buy
+16,915
New +$430K 0.41% 32

Other funds holding BSJR

Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Verity Asset Management
Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

4Thought Financial Group's BSJR Position: Q3 2026 in Review

4Thought Financial Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.33% in Q3 2026, buying an estimated $1.47K and bringing the position to 20,079 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #31.

4Thought Financial Group first reported a position in BSJR in Q1 2021 and has held it in 23 quarters since. The position peaked at $622K in Q4 2021. 117 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • 4Thought Financial Group held 20,079 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $444K as of Q3 2026.
  • 4Thought Financial Group bought 66 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.47K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.21% of 4Thought Financial Group's portfolio in Q3 2026, its #31 holding.
  • 4Thought Financial Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $622K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.