Creative Planning
BSJR icon

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
Q2 		– Sell
-9,671
Closed -$216K – 4312
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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning's BSJR Position: Q2 2026 in Review

Creative Planning sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 9,671 shares — an estimated $216K sold.

Creative Planning first reported a position in BSJR in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Creative Planning reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 9,671 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $216K.
  • Creative Planning first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Creative Planning's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $216K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.