Carson Wealth (CWM LLC)’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Carson Wealth (CWM 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 Q1	$1.76M	Sell	78,569 -6,998	-8%	-$158K	﹤0.01%	1253
2025 Q4	$1.94M	Sell	85,567 -9,292	-10%	-$210K	0.01%	1165
2025 Q3	$2.16M	Buy	94,859 +1,306	+1%	+$29.7K	0.01%	1058
2025 Q2	$2.12M	Buy	93,553 +37,990	+68%	+$853K	0.01%	925
2025 Q1	$1.25M	Buy	55,563 +11,005	+25%	+$248K	0.01%	1030
2024 Q4	$998K	Buy	+44,558	New	+$1.01M	﹤0.01%	1087

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 $80B AUM 26.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSJR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 8.2% in Q1 2026, selling an estimated $158K and leaving 78,569 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Carson Wealth (CWM LLC) first reported a position in BSJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q3 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Carson Wealth (CWM LLC) held 78,569 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.76M as of Q1 2026.
Carson Wealth (CWM LLC) sold 6,998 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $158K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1253 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.16M 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.