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

Arete 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 Q3	$260K	Hold	11,763	–	–	0.02%	353
2026 Q2	$263K	Sell	11,763 -1,739	-13%	-$39K	0.02%	325
2026 Q1	$302K	Hold	13,502	–	–	0.02%	303
2025 Q4	$305K	Hold	13,502	–	–	0.02%	337
2025 Q3	$307K	Hold	13,502	–	–	0.02%	331
2025 Q2	$307K	Hold	13,502	–	–	0.02%	549
2025 Q1	$303K	Sell	13,502 -1,092	-7%	-$24.6K	0.02%	521
2024 Q4	$327K	Buy	14,594 +455	+3%	+$10.3K	0.02%	529
2024 Q3	$321K	Buy	14,139 +1,092	+8%	+$24.5K	0.03%	495
2024 Q2	$288K	Buy	13,047 +1,298	+11%	+$28.7K	0.02%	540
2024 Q1	$261K	Buy	+11,749	New	+$262K	0.02%	359

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Arete Wealth Advisors's BSJR Position: Q3 2026 in Review

Arete Wealth Advisors held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q3 2026 at 11,763 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #353.

Arete Wealth Advisors first reported a position in BSJR in Q1 2024 and has held it in 11 quarters since. The position peaked at $327K in Q4 2024. 152 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Arete Wealth Advisors held 11,763 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $260K as of Q3 2026.
Arete Wealth Advisors left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q3 2026, its #353 holding.
Arete Wealth Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Arete Wealth Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $327K in Q4 2024.
152 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.