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BXM Wealth’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

BXM 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 		$619K Sell
27,693
-3,473
-11% -$77.9K 0.34% 73
2026
Q1 		$697K Buy
31,166
+3,315
+12% +$74.7K 0.54% 51
2025
Q4 		$630K Buy
27,851
+11,205
+67% +$254K 0.49% 54
2025
Q3 		$379K Buy
16,646
+1,075
+7% +$24.4K 0.36% 82
2025
Q2 		$354K Buy
+15,571
New +$350K 0.42% 67

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

BXM Wealth's BSJR Position: Q2 2026 in Review

BXM Wealth reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 11% in Q2 2026, selling an estimated $77.9K and leaving 27,693 shares worth $619K. The position accounts for 0.34% of the portfolio, ranked #73.

BXM Wealth first reported a position in BSJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $697K in Q1 2026. 58 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • BXM Wealth held 27,693 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $619K as of Q2 2026.
  • BXM Wealth sold 3,473 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $77.9K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.34% of BXM Wealth's portfolio in Q2 2026, its #73 holding.
  • BXM Wealth first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • BXM Wealth's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $697K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.