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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 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. 166 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.
166 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.