Aptus Capital Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Aptus Capital 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	$9.36K	Hold	419	–	–	﹤0.01%	1605
2026 Q1	$9.37K	Sell	419 -1,109	-73%	-$25K	﹤0.01%	1500
2025 Q4	$34.6K	Sell	1,528 -22	-1%	-$498	﹤0.01%	1341
2025 Q3	$35.2K	Hold	1,550	–	–	﹤0.01%	1283
2025 Q2	$35.2K	Hold	1,550	–	–	﹤0.01%	1218
2025 Q1	$34.7K	Buy	1,550 +1,109	+251%	+$25K	﹤0.01%	1148
2024 Q4	$9.88K	Hold	441	–	–	﹤0.01%	1280
2024 Q3	$10K	Buy	+441	New	+$9.89K	﹤0.01%	1095

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

Aptus Capital Advisors's BSJR Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 419 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Aptus Capital Advisors first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.2K in Q3 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Aptus Capital Advisors held 419 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $9.36K as of Q2 2026.
Aptus Capital Advisors left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1605 holding.
Aptus Capital 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.
Aptus Capital Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $35.2K in Q3 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.