Cetera Investment Advisers’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Cetera Investment Advisers’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	$38.1M	Buy	1,705,927 +93,846	+6%	+$2.1M	0.03%	494
2026 Q1	$36.1M	Buy	1,612,081 +210,151	+15%	+$4.74M	0.04%	471
2025 Q4	$31.7M	Buy	1,401,930 +606,278	+76%	+$13.7M	0.03%	478
2025 Q3	$18.1M	Buy	795,652 +36,591	+5%	+$831K	0.02%	686
2025 Q2	$17.2M	Buy	759,061 +15,273	+2%	+$343K	0.03%	581
2025 Q1	$16.7M	Buy	743,788 +22,265	+3%	+$502K	0.03%	527
2024 Q4	$16.2M	Buy	721,523 +189,844	+36%	+$4.29M	0.03%	500
2024 Q3	$12.1M	Buy	531,679 +157,193	+42%	+$3.52M	0.03%	619
2024 Q2	$8.27M	Buy	374,486 +119,045	+47%	+$2.63M	0.02%	752
2024 Q1	$5.68M	Buy	+255,441	New	+$5.69M	0.01%	922

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers's BSJR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 5.8% in Q2 2026, buying an estimated $2.1M and bringing the position to 1,705,927 shares worth $38.1M. The position accounts for 0.03% of the portfolio, ranked #494.

Cetera Investment Advisers first reported a position in BSJR in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Cetera Investment Advisers held 1,705,927 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $38.1M as of Q2 2026.
Cetera Investment Advisers bought 93,846 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.1M.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #494 holding.
Cetera Investment Advisers first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.