CX Institutional
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
Q3 		$30K Buy
1,374
+17
+1% +$380 ﹤0.01% 1129
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

Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Accurate Wealth Management
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
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
River Street Advisors
River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return
Horizons Wealth Management
Horizons Wealth Management Asheville, North Carolina $160M AUM

CX Institutional's BSJR Position: Q3 2026 in Review

CX Institutional increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.3% in Q3 2026, buying an estimated $380 and bringing the position to 1,374 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CX Institutional first reported a position in BSJR in Q3 2025 and has held it in 5 quarters since. The position peaked at $49K in Q1 2026. 49 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • CX Institutional held 1,374 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $30K as of Q3 2026.
  • CX Institutional bought 17 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $380.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1129 holding.
  • CX Institutional first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $49K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.