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

Collaborative Fund 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	$1.61M	Buy	+72,178	New	+$1.62M	0.94%	25

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 $80B AUM 26.12% 1-Year Est. Return

Collaborative Fund Advisors's BSJR Position: Q2 2026 in Review

Collaborative Fund Advisors opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026: 72,178 shares worth $1.61M. The stake represents 0.94% of the portfolio and ranks #25 among its holdings.

165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Collaborative Fund Advisors held 72,178 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.61M as of Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new Collaborative Fund Advisors position in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.94% of Collaborative Fund Advisors's portfolio in Q2 2026, its #25 holding.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.