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HB Wealth Management’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

HB Wealth Management’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 		$597K Buy
26,698
+580
+2% +$13K ﹤0.01% 1010
2026
Q1 		$584K Sell
26,118
-10
-0% -$225 ﹤0.01% 905
2025
Q4 		$591K Buy
+26,128
New +$592K ﹤0.01% 838

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

HB Wealth Management's BSJR Position: Q2 2026 in Review

HB Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.2% in Q2 2026, buying an estimated $13K and bringing the position to 26,698 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

HB Wealth Management first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • HB Wealth Management held 26,698 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $597K as of Q2 2026.
  • HB Wealth Management bought 580 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $13K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1010 holding.
  • HB Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.