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 Q2	–	Sell	-419	Closed	-$9.37K	–	395
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 $859M AUM 41.74% 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

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

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

Guardian Wealth Advisors (North Carolina)'s BSJR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 419 shares — an estimated $9.37K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSJR in Q3 2024 and held it in 5 quarters. The position peaked at $35.2K in Q2 2025. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 419 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.37K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $35.2K in Q2 2025.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.