Evexia Wealth’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Evexia Wealth’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 Q1	$320K	Buy	14,191 +1,832	+15%	+$41.3K	0.09%	71
2025 Q4	$280K	Sell	12,359 -143,388	-92%	-$3.25M	0.08%	75
2025 Q3	$3.54M	Buy	155,747 +7,505	+5%	+$171K	1.06%	31
2025 Q2	$3.37M	Buy	+148,242	New	+$3.33M	1.06%	33

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evexia Wealth's BSJR Position: Q1 2026 in Review

Evexia Wealth increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 15% in Q1 2026, buying an estimated $41.3K and bringing the position to 14,191 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #71.

Evexia Wealth first reported a position in BSJR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.54M in Q3 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Evexia Wealth held 14,191 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $320K as of Q1 2026.
Evexia Wealth bought 1,832 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $41.3K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.09% of Evexia Wealth's portfolio in Q1 2026, its #71 holding.
Evexia Wealth first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Evexia Wealth's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $3.54M in Q3 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.