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Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$9.37K Buy
+419
New +$9.45K ﹤0.01% 544
2025
Q3 		– Sell
-1,550
Closed -$35.2K – 365
2025
Q2 		$35.2K Hold
1,550
– – ﹤0.01% 424
2025
Q1 		$34.7K Buy
1,550
+1,109
+251% +$25K ﹤0.01% 404
2024
Q4 		$9.88K Hold
441
– – ﹤0.01% 443
2024
Q3 		$10K Buy
+441
New +$9.89K ﹤0.01% 383

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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 $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BSJR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2026: 419 shares worth $9.37K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in BSJR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in BSJR in Q3 2024 and has held it in 5 quarters since. The position peaked at $35.2K in Q2 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 419 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $9.37K as of Q1 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #544 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $35.2K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.