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Chatham Capital Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Chatham Capital Group’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 		$6.67M Buy
298,406
+45,528
+18% +$1.02M 0.85% 32
2026
Q1 		$5.66M Buy
252,878
+243,978
+2,741% +$5.5M 0.82% 32
2025
Q4 		$201K Buy
+8,900
New +$202K 0.03% 197

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Chatham Capital Group's BSJR Position: Q2 2026 in Review

Chatham Capital Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 18% in Q2 2026, buying an estimated $1.02M and bringing the position to 298,406 shares worth $6.67M. The position accounts for 0.85% of the portfolio, ranked #32.

Chatham Capital Group first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Chatham Capital Group held 298,406 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $6.67M as of Q2 2026.
  • Chatham Capital Group bought 45,528 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.02M.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.85% of Chatham Capital Group's portfolio in Q2 2026, its #32 holding.
  • Chatham Capital Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.