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

Horizons 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 Q1	$2.75M	Buy	123,176 +1,099	+0.9%	+$24.8K	1.81%	17
2025 Q4	$2.76M	Buy	122,077 +37,849	+45%	+$857K	1.81%	17
2025 Q3	$1.92M	Buy	84,228 +70,889	+531%	+$1.61M	1.3%	19
2025 Q2	$303K	Buy	13,339 +5,515	+70%	+$124K	0.22%	55
2025 Q1	$175K	Buy	7,824 +736	+10%	+$16.6K	0.13%	65
2024 Q4	$159K	Buy	7,088 +3,383	+91%	+$76.4K	0.12%	67
2024 Q3	$84.1K	Hold	3,705	–	–	0.06%	83
2024 Q2	$82.8K	Buy	3,705 +1,586	+75%	+$35.1K	0.07%	84
2024 Q1	$47.4K	Hold	2,119	–	–	0.03%	95
2023 Q4	$47.4K	Hold	2,119	–	–	0.03%	95
2023 Q3	$45.4K	Buy	2,119 +627	+42%	+$13.6K	0.03%	91
2023 Q2	$32.3K	Hold	1,492	–	–	0.02%	115
2023 Q1	$32.6K	Hold	1,492	–	–	0.02%	103
2022 Q4	$32K	Hold	1,492	–	–	0.03%	106
2022 Q3	$31K	Hold	1,492	–	–	0.03%	97
2022 Q2	$34K	Buy	+1,492	New	+$33.8K	0.03%	98

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

ATPW

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Horizons Wealth Management's BSJR Position: Q1 2026 in Review

Horizons Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.9% in Q1 2026, buying an estimated $24.8K and bringing the position to 123,176 shares worth $2.75M. The position accounts for 1.81% of the portfolio, ranked #17.

Horizons Wealth Management first reported a position in BSJR in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.76M in Q4 2025. 169 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Horizons Wealth Management held 123,176 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $2.75M as of Q1 2026.
Horizons Wealth Management bought 1,099 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $24.8K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 1.81% of Horizons Wealth Management's portfolio in Q1 2026, its #17 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.76M in Q4 2025.
169 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.