Collective Family Office’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Collective Family Office’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	$8.18M	Buy	366,184 +72,012	+24%	+$1.61M	1.67%	22
2026 Q1	$6.58M	Buy	294,172 +52,738	+22%	+$1.19M	1.48%	23
2025 Q4	$5.46M	Buy	241,434 +26,048	+12%	+$590K	1.25%	25
2025 Q3	$4.9M	Buy	215,386 +12,938	+6%	+$294K	1.18%	26
2025 Q2	$4.6M	Buy	+202,448	New	+$4.55M	1.18%	27

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

Collective Family Office's BSJR Position: Q2 2026 in Review

Collective Family Office increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 24% in Q2 2026, buying an estimated $1.61M and bringing the position to 366,184 shares worth $8.18M. The position accounts for 1.67% of the portfolio, ranked #22.

Collective Family Office first reported a position in BSJR in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Collective Family Office held 366,184 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $8.18M as of Q2 2026.
Collective Family Office bought 72,012 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.61M.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 1.67% of Collective Family Office's portfolio in Q2 2026, its #22 holding.
Collective Family Office first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.