Cedar Cove Wealth Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Cedar Cove Wealth Partners’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	–	Sell	-36,409	Closed	-$814K	–	95
2026 Q1	$814K	Sell	36,409 -3,957	-10%	-$89.2K	0.43%	43
2025 Q4	$913K	Buy	+40,366	New	+$914K	0.48%	35

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

Cedar Cove Wealth Partners's BSJR Position: Q2 2026 in Review

Cedar Cove Wealth Partners sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 36,409 shares — an estimated $814K sold.

Cedar Cove Wealth Partners first reported a position in BSJR in Q4 2025 and held it in 2 quarters. The position peaked at $913K in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Cedar Cove Wealth Partners reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cedar Cove Wealth Partners sold 36,409 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $814K.
Cedar Cove Wealth Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
Cedar Cove Wealth Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $913K in Q4 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.