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

Brinker Capital 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 Q1	–	Sell	-76,691	Closed	-$1.73M	–	2032
2025 Q4	$1.73M	Sell	76,691 -170	-0.2%	-$3.85K	0.01%	929
2025 Q3	$1.75M	Buy	76,861 +7,957	+12%	+$181K	0.01%	907
2025 Q2	$1.56M	Buy	68,904 +2,829	+4%	+$63.5K	0.01%	930
2025 Q1	$1.48M	Buy	66,075 +3,432	+5%	+$77.4K	0.01%	873
2024 Q4	$1.4M	Sell	62,643 -3,070	-5%	-$69.3K	0.01%	877
2024 Q3	$1.49M	Buy	65,713 +2,849	+5%	+$63.9K	0.01%	837
2024 Q2	$1.39M	Buy	62,864 +4,009	+7%	+$88.6K	0.01%	824
2024 Q1	$1.31M	Buy	58,855 +6,728	+13%	+$150K	0.01%	865
2023 Q4	$1.16M	Buy	+52,127	New	+$1.13M	0.01%	886

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Brinker Capital Investments's BSJR Position: Q1 2026 in Review

Brinker Capital Investments sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2026, closing a stake of 76,691 shares — an estimated $1.73M sold.

Brinker Capital Investments first reported a position in BSJR in Q4 2023 and held it in 9 quarters. The position peaked at $1.75M in Q3 2025. 169 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Brinker Capital Investments reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 76,691 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.73M.
Brinker Capital Investments first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Brinker Capital Investments's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.75M in Q3 2025.
169 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.