Axim Planning & Wealth’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Axim Planning & Wealth’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	$700K	Sell	31,328 -1,248	-4%	-$28K	0.98%	15
2026 Q1	$729K	Sell	32,576 -395	-1%	-$8.9K	0.88%	15
2025 Q4	$746K	Buy	32,971 +4,242	+15%	+$96K	0.78%	16
2025 Q3	$653K	Buy	+28,729	New	+$653K	0.52%	16

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

Axim Planning & Wealth's BSJR Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 3.8% in Q2 2026, selling an estimated $28K and leaving 31,328 shares worth $700K. The position accounts for 0.98% of the portfolio, ranked #15.

Axim Planning & Wealth first reported a position in BSJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $746K in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Axim Planning & Wealth held 31,328 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $700K as of Q2 2026.
Axim Planning & Wealth sold 1,248 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $28K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.98% of Axim Planning & Wealth's portfolio in Q2 2026, its #15 holding.
Axim Planning & Wealth first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Axim Planning & Wealth's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $746K 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 Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.