Financial Consulate’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Financial Consulate’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	$6.94K	Buy	+314	New	+$7.01K	﹤0.01%	804

Other funds holding BSJR

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

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 Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Financial Consulate's BSJR Position: Q3 2026 in Review

Financial Consulate opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q3 2026: 314 shares worth $6.94K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

49 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Financial Consulate held 314 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $6.94K as of Q3 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new Financial Consulate position in Q3 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #804 holding.
49 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.