Aspect Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Aspect Partners’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	$6.12K	Hold	274	–	–	﹤0.01%	382
2026 Q1	$6.13K	Hold	274	–	–	﹤0.01%	332
2025 Q4	$6.2K	Hold	274	–	–	﹤0.01%	346
2025 Q3	$6.23K	Hold	274	–	–	﹤0.01%	384
2025 Q2	$6.22K	Hold	274	–	–	﹤0.01%	345
2025 Q1	$6.14K	Hold	274	–	–	﹤0.01%	317
2024 Q4	$6.14K	Hold	274	–	–	﹤0.01%	340
2024 Q3	$6.22K	Hold	274	–	–	﹤0.01%	335
2024 Q2	$6.05K	Hold	274	–	–	﹤0.01%	332
2024 Q1	$6.1K	Hold	274	–	–	﹤0.01%	330
2023 Q4	$6.13K	Buy	+274	New	+$5.95K	﹤0.01%	313

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

Aspect Partners's BSJR Position: Q2 2026 in Review

Aspect Partners held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 274 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Aspect Partners first reported a position in BSJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.23K in Q3 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Aspect Partners held 274 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $6.12K as of Q2 2026.
Aspect Partners 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 Aspect Partners's portfolio in Q2 2026, its #382 holding.
Aspect Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $6.23K 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 Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.