Clearstead Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Clearstead Advisors’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	$599K	Sell	26,787 -409	-2%	-$9.17K	0.01%	692
2026 Q1	$608K	Sell	27,196 -2,737	-9%	-$61.7K	0.01%	664
2025 Q4	$677K	Buy	+29,933	New	+$678K	0.01%	573

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

Clearstead Advisors's BSJR Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.5% in Q2 2026, selling an estimated $9.17K and leaving 26,787 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #692.

Clearstead Advisors first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $677K in Q4 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Clearstead Advisors held 26,787 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $599K as of Q2 2026.
Clearstead Advisors sold 409 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.17K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #692 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Clearstead Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $677K 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.