Atria Investments’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Atria Investments’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	–	Sell	-66,608	Closed	-$1.49M	–	2130
2026 Q1	$1.49M	Sell	66,608 -68,706	-51%	-$1.55M	0.02%	843
2025 Q4	$3.06M	Buy	135,314 +18,574	+16%	+$421K	0.03%	553
2025 Q3	$2.65M	Buy	+116,740	New	+$2.65M	0.03%	609

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

Atria Investments's BSJR Position: Q2 2026 in Review

Atria Investments sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 66,608 shares — an estimated $1.49M sold.

Atria Investments first reported a position in BSJR in Q3 2025 and held it in 3 quarters. The position peaked at $3.06M in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Atria Investments reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 66,608 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.49M.
Atria Investments first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
Atria Investments's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $3.06M in Q4 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.