Ashton Thomas Private Wealth’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Ashton Thomas Private Wealth’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	$17.2M	Buy	768,762 +2,292	+0.3%	+$51.4K	0.36%	62
2026 Q1	$17.1M	Buy	766,470 +325,856	+74%	+$7.35M	0.41%	61
2025 Q4	$9.96M	Sell	440,614 -45,669	-9%	-$1.03M	0.24%	88
2025 Q3	$11.1M	Buy	486,283 +29,253	+6%	+$665K	0.29%	79
2025 Q2	$10.4M	Buy	457,030 +324,494	+245%	+$7.29M	0.37%	56
2025 Q1	$2.97M	Buy	+132,536	New	+$2.99M	0.11%	209

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ashton Thomas Private Wealth's BSJR Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.3% in Q2 2026, buying an estimated $51.4K and bringing the position to 768,762 shares worth $17.2M. The position accounts for 0.36% of the portfolio, ranked #62.

Ashton Thomas Private Wealth first reported a position in BSJR in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Ashton Thomas Private Wealth held 768,762 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $17.2M as of Q2 2026.
Ashton Thomas Private Wealth bought 2,292 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $51.4K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.36% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #62 holding.
Ashton Thomas Private Wealth first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 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 Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.