CBIZ Investment Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

CBIZ Investment Advisory Services’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	$11.5K	Hold	514	–	–	﹤0.01%	153
2026 Q1	$11.5K	Buy	514 +7	+1%	+$158	﹤0.01%	153
2025 Q4	$11.5K	Buy	507 +7	+1%	+$158	﹤0.01%	358
2025 Q3	$11.4K	Buy	500 +8	+2%	+$182	﹤0.01%	326
2025 Q2	$11.2K	Buy	492 +8	+2%	+$180	﹤0.01%	336
2025 Q1	$10.9K	Buy	484 +7	+1%	+$158	﹤0.01%	305
2024 Q4	$10.7K	Buy	477 +9	+2%	+$203	﹤0.01%	273
2024 Q3	$10.6K	Buy	468 +7	+2%	+$157	﹤0.01%	261
2024 Q2	$10.2K	Buy	461 +8	+2%	+$177	﹤0.01%	251
2024 Q1	$10.1K	Buy	+453	New	+$10.1K	﹤0.01%	249

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

CBIZ Investment Advisory Services's BSJR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 514 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

CBIZ Investment Advisory Services first reported a position in BSJR in Q1 2024 and has held it in 10 quarters since. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

CBIZ Investment Advisory Services held 514 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $11.5K as of Q2 2026.
CBIZ Investment Advisory Services left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #153 holding.
CBIZ Investment Advisory Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.