Astoria Portfolio Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Astoria Portfolio 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	$737K	Sell	32,962 -237	-0.7%	-$5.32K	0.12%	124
2026 Q1	$746K	Sell	33,199 -18	-0.1%	-$406	0.16%	98
2025 Q4	$749K	Buy	33,217 +2,258	+7%	+$51.1K	0.17%	97
2025 Q3	$703K	Sell	30,959 -431	-1%	-$9.79K	0.18%	97
2025 Q2	$711K	Sell	31,390 -9,574	-23%	-$215K	0.2%	95
2025 Q1	$911K	Buy	40,964 +28,597	+231%	+$645K	0.31%	80
2024 Q4	$278K	Buy	+12,367	New	+$279K	0.1%	164

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

Astoria Portfolio Advisors's BSJR Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.71% in Q2 2026, selling an estimated $5.32K and leaving 32,962 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #124.

Astoria Portfolio Advisors first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $911K in Q1 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Astoria Portfolio Advisors held 32,962 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $737K as of Q2 2026.
Astoria Portfolio Advisors sold 237 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.32K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.12% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #124 holding.
Astoria Portfolio Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Astoria Portfolio Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $911K in Q1 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.