AE Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

AE Wealth Management’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	$102K	Buy	4,578 +4,498	+5,623%	+$101K	﹤0.01%	1909
2026 Q1	$1.79K	Hold	80	–	–	﹤0.01%	2480
2025 Q4	$1.81K	Hold	80	–	–	﹤0.01%	2344
2025 Q3	$1.82K	Hold	80	–	–	﹤0.01%	2176
2025 Q2	$1.82K	Hold	80	–	–	﹤0.01%	2050
2025 Q1	$1.79K	Sell	80 -818	-91%	-$18.5K	﹤0.01%	2040
2024 Q4	$20.1K	Buy	+898	New	+$20.3K	﹤0.01%	1735

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

AE Wealth Management's BSJR Position: Q2 2026 in Review

AE Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 5,623% in Q2 2026, buying an estimated $101K and bringing the position to 4,578 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

AE Wealth Management first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

AE Wealth Management held 4,578 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $102K as of Q2 2026.
AE Wealth Management bought 4,498 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $101K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1909 holding.
AE Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.