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Horizon Financial Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Horizon Financial Services’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 		$109K Hold
4,880
– – 0.04% 100
2026
Q1 		$109K Hold
4,880
– – 0.05% 83
2025
Q4 		$110K Buy
4,880
+3,611
+285% +$81.8K 0.05% 73
2025
Q3 		$28.9K Sell
1,269
-266
-17% -$6.04K 0.01% 117
2025
Q2 		$34.9K Sell
1,535
-147
-9% -$3.3K 0.02% 96
2025
Q1 		$37.7K Sell
1,682
-197
-10% -$4.45K 0.02% 85
2024
Q4 		$42.1K Buy
+1,879
New +$42.4K 0.02% 84

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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BAM
Banta Asset Management Newport Beach, California $112M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Horizon Financial Services's BSJR Position: Q2 2026 in Review

Horizon Financial Services held its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) position steady in Q2 2026 at 4,880 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #100.

Horizon Financial Services first reported a position in BSJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q4 2025. 73 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Horizon Financial Services held 4,880 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $109K as of Q2 2026.
  • Horizon Financial Services left its Invesco BulletShares 2027 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of Horizon Financial Services's portfolio in Q2 2026, its #100 holding.
  • Horizon Financial Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Horizon Financial Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $110K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.