Bradley & Co Private Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bradley & Co Private Wealth Management’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 Q1	$15K	Hold	670	–	–	0.01%	123
2025 Q4	$15.2K	Hold	670	–	–	0.01%	122
2025 Q3	$15.2K	Hold	670	–	–	0.01%	116
2025 Q2	$15.2K	Hold	670	–	–	0.01%	112
2025 Q1	$15K	Hold	670	–	–	0.01%	113
2024 Q4	$15K	Buy	+670	New	+$15.1K	0.01%	114

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSJR Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q1 2026 at 670 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #123.

Bradley & Co Private Wealth Management first reported a position in BSJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q3 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Bradley & Co Private Wealth Management held 670 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $15K as of Q1 2026.
Bradley & Co Private Wealth Management left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #123 holding.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Bradley & Co Private Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $15.2K in Q3 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.