CoreCap Advisors
BSJR icon

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

CoreCap 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
Q3 		$50.6K Hold
2,290
– – ﹤0.01% 1396
2026
Q2 		$51.2K Hold
2,290
– – ﹤0.01% 1396
2026
Q1 		$51.2K Hold
2,290
– – ﹤0.01% 1302
2025
Q4 		$51.8K Sell
2,290
-1,400
-38% -$31.7K ﹤0.01% 1321
2025
Q3 		$83.9K Buy
3,690
+1,400
+61% +$31.8K ﹤0.01% 1104
2025
Q2 		$52K Hold
2,290
– – ﹤0.01% 1242
2025
Q1 		$51.3K Hold
2,290
– – ﹤0.01% 1157
2024
Q4 		$51.3K Hold
2,290
– – ﹤0.01% 1174
2024
Q3 		$52K Hold
2,290
– – ﹤0.01% 1164
2024
Q2 		$50.6K Hold
2,290
– – 0.01% 659
2024
Q1 		$51K Buy
+2,290
New +$51.1K ﹤0.01% 1098

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors's BSJR Position: Q3 2026 in Review

CoreCap Advisors held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q3 2026 at 2,290 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

CoreCap Advisors first reported a position in BSJR in Q1 2024 and has held it in 11 quarters since. The position peaked at $83.9K in Q3 2025. 19 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • CoreCap Advisors held 2,290 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $50.6K as of Q3 2026.
  • CoreCap Advisors left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1396 holding.
  • CoreCap Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $83.9K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.