Creative Planning
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Creative Planning’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Creative Planning’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
Q1 		$216K Buy
9,671
+157
+2% +$3.54K ﹤0.01% 3673
2025
Q4 		$215K Buy
+9,514
New +$215K ﹤0.01% 3492

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning's BSJR Position: Q1 2026 in Review

Creative Planning increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.7% in Q1 2026, buying an estimated $3.54K and bringing the position to 9,671 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3673.

Creative Planning first reported a position in BSJR in Q4 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • Creative Planning held 9,671 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $216K as of Q1 2026.
  • Creative Planning bought 157 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.54K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3673 holding.
  • Creative Planning first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.