Focus Partners Wealth
BSJR icon

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

Focus Partners 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 		– Sell
-58,618
Closed -$1.33M – 2670
2025
Q4 		$1.33M Buy
+58,618
New +$1.33M ﹤0.01% 1506

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth's BSJR Position: Q1 2026 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2026, closing a stake of 58,618 shares — an estimated $1.33M sold.

Focus Partners Wealth first reported a position in BSJR in Q4 2025 and held it in 1 quarter. The position peaked at $1.33M in Q4 2025. 169 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • Focus Partners Wealth reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 58,618 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.33M.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.33M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.