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

Ashton Thomas Securities’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	$168K	Sell	7,518 -225	-3%	-$5.05K	0.02%	300
2026 Q1	$173K	Hold	7,743	–	–	0.02%	360
2025 Q4	$175K	Sell	7,743 -65,194	-89%	-$1.48M	0.03%	255
2025 Q3	$1.66M	Sell	72,937 -260	-0.4%	-$5.91K	0.23%	107
2025 Q2	$1.66M	Buy	73,197 +13	+0%	+$292	0.4%	68
2025 Q1	$1.64M	Buy	73,184 +4,094	+6%	+$92.4K	0.45%	63
2024 Q4	$1.55M	Sell	69,090 -27,367	-28%	-$618K	0.43%	58
2024 Q3	$2.19M	Buy	96,457 +4,955	+5%	+$111K	0.43%	64
2024 Q2	$2.03M	Buy	+91,502	New	+$2.02M	0.49%	57

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

Ashton Thomas Securities's BSJR Position: Q2 2026 in Review

Ashton Thomas Securities reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.9% in Q2 2026, selling an estimated $5.05K and leaving 7,518 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #300.

Ashton Thomas Securities first reported a position in BSJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.19M in Q3 2024. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Ashton Thomas Securities held 7,518 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $168K as of Q2 2026.
Ashton Thomas Securities sold 225 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.05K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.02% of Ashton Thomas Securities's portfolio in Q2 2026, its #300 holding.
Ashton Thomas Securities first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.19M in Q3 2024.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.