Foundations Investment Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Foundations Investment Advisors’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	$3.01M	Buy	134,651 +5,724	+4%	+$128K	0.03%	333
2026 Q1	$2.88M	Buy	128,927 +65,660	+104%	+$1.48M	0.04%	305
2025 Q4	$1.43M	Sell	63,267 -492	-0.8%	-$11.1K	0.02%	414
2025 Q3	$1.45M	Buy	63,759 +2,861	+5%	+$65K	0.02%	379
2025 Q2	$1.38M	Buy	60,898 +48,488	+391%	+$1.09M	0.02%	361
2025 Q1	$278K	Buy	12,410 +1,890	+18%	+$42.6K	0.01%	731
2024 Q4	$236K	Sell	10,520 -299	-3%	-$6.75K	﹤0.01%	744
2024 Q3	$246K	Buy	+10,819	New	+$243K	0.01%	699

Other funds holding BSJR

MCP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ATPW

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Foundations Investment Advisors's BSJR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 4.4% in Q2 2026, buying an estimated $128K and bringing the position to 134,651 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #333.

Foundations Investment Advisors first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Foundations Investment Advisors held 134,651 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.01M as of Q2 2026.
Foundations Investment Advisors bought 5,724 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $128K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #333 holding.
Foundations Investment Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.