APFP
BSJR icon

Action Point Financial Planning’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Action Point Financial Planning’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 		$3.6K Buy
+161
New +$3.61K ﹤0.01% 1969

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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Action Point Financial Planning's BSJR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026: 161 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #1969 among its holdings.

165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Action Point Financial Planning held 161 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.6K as of Q2 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1969 holding.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.