Alaska Wealth Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Alaska Wealth 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	$248K	Buy	11,110 +146	+1%	+$3.27K	0.03%	80
2026 Q1	$245K	Buy	10,964 +144	+1%	+$3.25K	0.03%	77
2025 Q4	$245K	Buy	10,820 +158	+1%	+$3.58K	0.03%	76
2025 Q3	$242K	Buy	10,662 +1,764	+20%	+$40.1K	0.03%	74
2025 Q2	$202K	Buy	+8,898	New	+$200K	0.03%	76
2024 Q4	–	Sell	-8,852	Closed	-$201K	–	68
2024 Q3	$201K	Buy	+8,852	New	+$198K	0.03%	69

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

Alaska Wealth Advisors's BSJR Position: Q2 2026 in Review

Alaska Wealth Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.3% in Q2 2026, buying an estimated $3.27K and bringing the position to 11,110 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #80.

Alaska Wealth Advisors first reported a position in BSJR in Q3 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Alaska Wealth Advisors held 11,110 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $248K as of Q2 2026.
Alaska Wealth Advisors bought 146 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.27K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of Alaska Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Alaska Wealth Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.