Beacon Pointe Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Beacon Pointe 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	$398K	Hold	17,789	–	–	﹤0.01%	1448
2026 Q1	$398K	Sell	17,789 -440	-2%	-$9.92K	﹤0.01%	1392
2025 Q4	$412K	Buy	+18,229	New	+$413K	﹤0.01%	1137

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

Beacon Pointe Advisors's BSJR Position: Q2 2026 in Review

Beacon Pointe Advisors held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 17,789 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Beacon Pointe Advisors first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Beacon Pointe Advisors held 17,789 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $398K as of Q2 2026.
Beacon Pointe Advisors 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 Beacon Pointe Advisors's portfolio in Q2 2026, its #1448 holding.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Beacon Pointe Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $412K in Q4 2025.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.