Capital Analysts LLC’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Capital Analysts LLC’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	$206K	Buy	9,220 +19	+0.2%	+$426	﹤0.01%	688
2026 Q1	$206K	Buy	9,201 +18	+0.2%	+$406	0.01%	632
2025 Q4	$208K	Sell	9,183 -1,051	-10%	-$23.8K	0.01%	607
2025 Q3	$233K	Buy	10,234 +20	+0.2%	+$454	0.01%	568
2025 Q2	$232K	Buy	10,214 +160	+2%	+$3.59K	0.01%	523
2025 Q1	$225K	Buy	10,054 +1,652	+20%	+$37.3K	0.01%	510
2024 Q4	$188K	Buy	8,402 +160	+2%	+$3.61K	0.01%	499
2024 Q3	$187K	Buy	8,242 +4,326	+110%	+$97K	0.01%	479
2024 Q2	$86K	Buy	3,916 +22	+0.6%	+$486	﹤0.01%	602
2024 Q1	$87K	Sell	3,894 -256	-6%	-$5.71K	﹤0.01%	568
2023 Q4	$93K	Buy	4,150 +716	+21%	+$15.5K	﹤0.01%	540
2023 Q3	$74K	Buy	3,434 +1,547	+82%	+$33.5K	﹤0.01%	537
2023 Q2	$41K	Buy	+1,887	New	+$40.8K	﹤0.01%	620

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

Capital Analysts LLC's BSJR Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.21% in Q2 2026, buying an estimated $426 and bringing the position to 9,220 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Capital Analysts LLC first reported a position in BSJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $233K in Q3 2025. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Capital Analysts LLC held 9,220 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $206K as of Q2 2026.
Capital Analysts LLC bought 19 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $426.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #688 holding.
Capital Analysts LLC first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Capital Analysts LLC's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $233K in Q3 2025.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.