CI
BSJR icon

CX Institutional’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

CX Institutional’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 		$30K Sell
1,357
-831
-38% -$18.6K ﹤0.01% 1072
2026
Q1 		$49K Buy
2,188
+29
+1% +$654 ﹤0.01% 976
2025
Q4 		$49K Buy
2,159
+40
+2% +$906 ﹤0.01% 968
2025
Q3 		$48K Buy
+2,119
New +$48.1K ﹤0.01% 941

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

CX Institutional's BSJR Position: Q2 2026 in Review

CX Institutional reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 38% in Q2 2026, selling an estimated $18.6K and leaving 1,357 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

CX Institutional first reported a position in BSJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $49K in Q1 2026. 44 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • CX Institutional held 1,357 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $30K as of Q2 2026.
  • CX Institutional sold 831 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.6K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1072 holding.
  • CX Institutional first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $49K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.