4FG
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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
Q1 		$428K Sell
19,144
-431
-2% -$9.72K 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

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

4Thought Financial Group's BSJR Position: Q1 2026 in Review

4Thought Financial Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.2% in Q1 2026, selling an estimated $9.72K and leaving 19,144 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #32.

4Thought Financial Group first reported a position in BSJR in Q1 2021 and has held it in 21 quarters since. The position peaked at $622K in Q4 2021. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • 4Thought Financial Group held 19,144 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $428K as of Q1 2026.
  • 4Thought Financial Group sold 431 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $9.72K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.21% of 4Thought Financial Group's portfolio in Q1 2026, its #32 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 21 quarters since.
  • 4Thought Financial Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $622K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.