Dynamic Advisor Solutions
BSJR icon

Dynamic Advisor Solutions’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-14,890
Closed -$333K – 1041
2026
Q2 		$333K Sell
14,890
-143
-1% -$3.21K 0.01% 821
2026
Q1 		$336K Buy
15,033
+160
+1% +$3.61K 0.01% 772
2025
Q4 		$336K Buy
14,873
+300
+2% +$6.79K 0.01% 739
2025
Q3 		$331K Buy
14,573
+4,136
+40% +$94K 0.01% 748
2025
Q2 		$237K Buy
+10,437
New +$234K 0.01% 813

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's BSJR Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2026, closing a stake of 14,890 shares — an estimated $333K sold.

Dynamic Advisor Solutions first reported a position in BSJR in Q2 2025 and held it in 5 quarters. The position peaked at $336K in Q4 2025. 19 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,890 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $333K.
  • Dynamic Advisor Solutions first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and held it in 5 quarters.
  • Dynamic Advisor Solutions's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $336K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.