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Bright Futures Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bright Futures 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
Q2 		$710K Sell
31,765
-75,973
-71% -$1.7M 0.46% 77
2026
Q1 		$2.41M Buy
107,738
+1
+0% +$23 1.65% 11
2025
Q4 		$2.44M Buy
107,737
+4,376
+4% +$99.1K 1.8% 11
2025
Q3 		$2.35M Buy
+103,361
New +$2.35M 1.84% 14
2025
Q1 		$2.21M Sell
99,664
-30,101
-23% -$679K 2.42% 11
2024
Q4 		$2.93M Buy
+129,765
New +$2.93M 2.6% 9

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
PWM
Parkway Wealth Management Plano, Texas $866M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Bright Futures Wealth Management's BSJR Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 71% in Q2 2026, selling an estimated $1.7M and leaving 31,765 shares worth $710K. The position accounts for 0.46% of the portfolio, ranked #77.

Bright Futures Wealth Management first reported a position in BSJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93M in Q4 2024. 63 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Bright Futures Wealth Management held 31,765 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $710K as of Q2 2026.
  • Bright Futures Wealth Management sold 75,973 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.7M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.46% of Bright Futures Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Bright Futures 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.
  • Bright Futures Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.93M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.