EWM
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Empirical Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Empirical Wealth Management’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 		$621K Sell
27,788
-1,898
-6% -$42.6K 0.01% 589
2026
Q1 		$664K Sell
29,686
-3,705
-11% -$83.5K 0.01% 469
2025
Q4 		$755K Buy
33,391
+460
+1% +$10.4K 0.01% 390
2025
Q3 		$749K Buy
32,931
+213
+0.7% +$4.84K 0.02% 375
2025
Q2 		$743K Buy
32,718
+878
+3% +$19.7K 0.02% 350
2025
Q1 		$713K Buy
31,840
+541
+2% +$12.2K 0.02% 346
2024
Q4 		$701K Buy
31,299
+976
+3% +$22K 0.02% 327
2024
Q3 		$688K Buy
30,323
+237
+0.8% +$5.31K 0.02% 325
2024
Q2 		$664K Buy
30,086
+1,784
+6% +$39.4K 0.02% 307
2024
Q1 		$630K Buy
28,302
+344
+1% +$7.67K 0.02% 316
2023
Q4 		$625K Buy
27,958
+219
+0.8% +$4.75K 0.02% 292
2023
Q3 		$594K Buy
27,739
+540
+2% +$11.7K 0.02% 284
2023
Q2 		$589K Buy
27,199
+92
+0.3% +$1.99K 0.02% 286
2023
Q1 		$592K Buy
27,107
+6,546
+32% +$142K 0.03% 304
2022
Q4 		$439K Buy
20,561
+2,070
+11% +$44.1K 0.02% 327
2022
Q3 		$379K Sell
18,491
-1,185
-6% -$25.8K 0.02% 339
2022
Q2 		$416K Buy
19,676
+650
+3% +$14.7K 0.02% 328
2022
Q1 		$457K Buy
19,026
+5,018
+36% +$123K 0.02% 344
2021
Q4 		$356K Buy
+14,008
New +$356K 0.02% 394

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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Empirical Wealth Management's BSJR Position: Q2 2026 in Review

Empirical Wealth Management reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.4% in Q2 2026, selling an estimated $42.6K and leaving 27,788 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #589.

Empirical Wealth Management first reported a position in BSJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $755K in Q4 2025. 35 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Empirical Wealth Management held 27,788 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $621K as of Q2 2026.
  • Empirical Wealth Management sold 1,898 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $42.6K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $755K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.