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

Ark 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 		$4.59M Sell
205,460
-29,236
-12% -$656K 4.07% 2
2026
Q1 		$5.25M Buy
234,696
+19,219
+9% +$433K 5.2% 1
2025
Q4 		$4.87M Buy
+215,477
New +$4.88M 5.24% 4

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Ark Wealth Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 12% in Q2 2026, selling an estimated $656K and leaving 205,460 shares worth $4.59M. The position accounts for 4.07% of the portfolio, ranked #2.

Ark Wealth Advisors first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.25M in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Ark Wealth Advisors held 205,460 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $4.59M as of Q2 2026.
  • Ark Wealth Advisors sold 29,236 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $656K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 4.07% of Ark Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Ark Wealth Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ark Wealth Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $5.25M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

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