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

Glass Jacobson 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	$3.15M	Buy	141,191 +10,139	+8%	+$227K	0.98%	28
2026 Q1	$2.93M	Buy	131,052 +20,687	+19%	+$466K	1.01%	27
2025 Q4	$2.5M	Buy	110,365 +31,381	+40%	+$711K	0.9%	39
2025 Q3	$1.8M	Buy	78,984 +25,592	+48%	+$582K	0.65%	54
2025 Q2	$1.21M	Buy	53,392 +30,688	+135%	+$689K	0.47%	68
2025 Q1	$509K	Hold	22,704	–	–	0.17%	139
2024 Q4	$509K	Buy	+22,704	New	+$513K	0.17%	139

Other funds holding BSJR

MCP

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $112M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Glass Jacobson Investment Advisors's BSJR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 7.7% in Q2 2026, buying an estimated $227K and bringing the position to 141,191 shares worth $3.15M. The position accounts for 0.98% of the portfolio, ranked #28.

Glass Jacobson Investment Advisors first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Glass Jacobson Investment Advisors held 141,191 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.15M as of Q2 2026.
Glass Jacobson Investment Advisors bought 10,139 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $227K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.98% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #28 holding.
Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.