Atomi Financial Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Atomi Financial Group’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	$2.34M	Sell	104,647 -8	-0%	-$179	0.06%	231
2026 Q1	$2.34M	Sell	104,655 -2,269	-2%	-$51.2K	0.07%	217
2025 Q4	$2.42M	Buy	106,924 +16,542	+18%	+$375K	0.07%	202
2025 Q3	$2.06M	Buy	90,382 +19,943	+28%	+$453K	0.07%	200
2025 Q2	$1.6M	Buy	70,439 +15,219	+28%	+$342K	0.06%	227
2025 Q1	$1.24M	Buy	55,220 +2,892	+6%	+$65.2K	0.06%	243
2024 Q4	$1.17M	Buy	52,328 +2,932	+6%	+$66.2K	0.06%	234
2024 Q3	$1.12M	Buy	49,396 +16,519	+50%	+$370K	0.07%	223
2024 Q2	$726K	Buy	+32,877	New	+$727K	0.05%	276

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

Atomi Financial Group's BSJR Position: Q2 2026 in Review

Atomi Financial Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.01% in Q2 2026, selling an estimated $179 and leaving 104,647 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #231.

Atomi Financial Group first reported a position in BSJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.42M in Q4 2025. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Atomi Financial Group held 104,647 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.34M as of Q2 2026.
Atomi Financial Group sold 8 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $179.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #231 holding.
Atomi Financial Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Atomi Financial Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.42M in Q4 2025.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.