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 Q3	$272K	Sell	12,287 -1,690	-12%	-$37.7K	0.03%	269
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

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

CRA Financial Services's BSJR Position: Q3 2026 in Review

CRA Financial Services reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 12% in Q3 2026, selling an estimated $37.7K and leaving 12,287 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #269.

CRA Financial Services first reported a position in BSJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q1 2026. 116 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

CRA Financial Services held 12,287 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $272K as of Q3 2026.
CRA Financial Services sold 1,690 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $37.7K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of CRA Financial Services's portfolio in Q3 2026, its #269 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 4 quarters since.
CRA Financial Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $318K in Q1 2026.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.