Anchor Investment Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Anchor Investment 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 Q1	$469K	Buy	20,990 +2,000	+11%	+$45.1K	0.04%	273
2025 Q4	$429K	Buy	18,990 +5,700	+43%	+$129K	0.03%	281
2025 Q3	$302K	Buy	13,290 +2,000	+18%	+$45.4K	0.03%	314
2025 Q2	$256K	Buy	11,290 +10,000	+775%	+$225K	0.02%	330
2025 Q1	$28.9K	Hold	1,290	–	–	﹤0.01%	656
2024 Q4	$28.9K	Buy	1,290 +1,000	+345%	+$22.6K	﹤0.01%	650
2024 Q3	$6.58K	Hold	290	–	–	﹤0.01%	848
2024 Q2	$6.4K	Hold	290	–	–	﹤0.01%	812
2024 Q1	$6.45K	Hold	290	–	–	﹤0.01%	840
2023 Q4	$6.49K	Hold	290	–	–	﹤0.01%	800
2023 Q3	$6.21K	Hold	290	–	–	﹤0.01%	811
2023 Q2	$6.28K	Hold	290	–	–	﹤0.01%	804
2023 Q1	$6.33K	Buy	+290	New	+$6.29K	﹤0.01%	802
2021 Q3	–	Sell	-8,535	Closed	-$219K	–	934
2021 Q2	$219K	Buy	8,535 +83	+1%	+$2.12K	0.03%	353
2021 Q1	$215K	Buy	8,452 +926	+12%	+$23.6K	0.03%	331
2020 Q4	$193K	Hold	7,526	–	–	0.03%	309
2020 Q3	$183K	Hold	7,526	–	–	0.04%	295
2020 Q2	$175K	Hold	7,526	–	–	0.04%	289
2020 Q1	$165K	Buy	+7,526	New	+$184K	0.04%	278

Other funds holding BSJR

MCP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Anchor Investment Management's BSJR Position: Q1 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 11% in Q1 2026, buying an estimated $45.1K and bringing the position to 20,990 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #273.

Anchor Investment Management first reported a position in BSJR in Q1 2020 and has held it in 19 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Anchor Investment Management held 20,990 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $469K as of Q1 2026.
Anchor Investment Management bought 2,000 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $45.1K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #273 holding.
Anchor Investment Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2020 and has held it in 19 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.