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

Howard 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	$4.68M	Buy	209,291 +22,390	+12%	+$502K	1.73%	18
2026 Q1	$4.18M	Buy	186,901 +13,838	+8%	+$312K	1.76%	18
2025 Q4	$3.91M	Buy	173,063 +52,467	+44%	+$1.19M	1.71%	18
2025 Q3	$2.74M	Buy	120,596 +21,137	+21%	+$480K	1.26%	21
2025 Q2	$2.26M	Buy	99,459 +823	+0.8%	+$18.5K	1.14%	23
2025 Q1	$2.21M	Hold	98,636	–	–	1.23%	22
2024 Q4	$2.21M	Buy	98,636 +18,527	+23%	+$418K	1.2%	23
2024 Q3	$1.82M	Buy	+80,109	New	+$1.8M	1.06%	25

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

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

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

Howard Wealth Management increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 12% in Q2 2026, buying an estimated $502K and bringing the position to 209,291 shares worth $4.68M. The position accounts for 1.73% of the portfolio, ranked #18.

Howard Wealth Management first reported a position in BSJR in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Howard Wealth Management held 209,291 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $4.68M as of Q2 2026.
Howard Wealth Management bought 22,390 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $502K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 1.73% of Howard Wealth Management's portfolio in Q2 2026, its #18 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.