AA Financial Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

AA Financial Advisors’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 Q2	$1.19M	Buy	53,353 +7,230	+16%	+$162K	0.14%	104
2026 Q1	$1.03M	Buy	46,123 +7,137	+18%	+$161K	0.15%	108
2025 Q4	$882K	Buy	38,986 +13,347	+52%	+$302K	0.16%	93
2025 Q3	$583K	Buy	25,639 +70	+0.3%	+$1.59K	0.11%	106
2025 Q2	$581K	Buy	25,569 +2,939	+13%	+$66K	0.13%	101
2025 Q1	$507K	Sell	22,630 -3,205	-12%	-$72.3K	0.12%	102
2024 Q4	$579K	Buy	25,835 +14,771	+134%	+$334K	0.15%	90
2024 Q3	$251K	Buy	+11,064	New	+$248K	0.07%	150

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AA Financial Advisors's BSJR Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 16% in Q2 2026, buying an estimated $162K and bringing the position to 53,353 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #104.

AA Financial Advisors first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

AA Financial Advisors held 53,353 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.19M as of Q2 2026.
AA Financial Advisors bought 7,230 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $162K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.14% of AA Financial Advisors's portfolio in Q2 2026, its #104 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.