CRA Financial Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

CRA Financial Services’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	$312K	Sell	13,977 -225	-2%	-$5.05K	0.04%	252
2026 Q1	$318K	Buy	+14,202	New	+$320K	0.04%	236
2025 Q4	–	Sell	-10,091	Closed	-$229K	–	295
2025 Q3	$229K	Buy	+10,091	New	+$229K	0.03%	273

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

CRA Financial Services's BSJR Position: Q2 2026 in Review

CRA Financial Services reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.6% in Q2 2026, selling an estimated $5.05K and leaving 13,977 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #252.

CRA Financial Services first reported a position in BSJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

CRA Financial Services held 13,977 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $312K as of Q2 2026.
CRA Financial Services sold 225 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.05K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #252 holding.
CRA Financial Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
CRA Financial Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $318K in Q1 2026.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.