HUB Investment Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

HUB Investment Partners’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	$1.54M	Buy	68,987 +4,190	+6%	+$94K	0.03%	346
2026 Q1	$1.45M	Sell	64,797 -20,667	-24%	-$466K	0.03%	294
2025 Q4	$1.93M	Sell	85,464 -942	-1%	-$21.3K	0.05%	217
2025 Q3	$1.96M	Buy	86,406 +1,258	+1%	+$28.6K	0.07%	197
2025 Q2	$1.93M	Buy	85,148 +1,858	+2%	+$41.7K	0.06%	188
2025 Q1	$1.87M	Buy	83,290 +35,250	+73%	+$795K	0.07%	168
2024 Q4	$1.08M	Buy	48,040 +535	+1%	+$12.1K	0.05%	201
2024 Q3	$1.08M	Buy	47,505 +9,045	+24%	+$203K	0.05%	198
2024 Q2	$849K	Sell	38,460 -19,059	-33%	-$421K	0.03%	202
2024 Q1	$1.28M	Buy	57,519 +6,625	+13%	+$148K	0.07%	168
2023 Q4	$1.14M	Buy	50,894 +28,414	+126%	+$617K	0.08%	162
2023 Q3	$481K	Buy	22,480 +1,300	+6%	+$28.1K	0.07%	141
2023 Q2	$458K	Hold	21,180	–	–	0.08%	140
2023 Q1	$463K	Buy	+21,180	New	+$460K	0.1%	127

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

HUB Investment Partners's BSJR Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.5% in Q2 2026, buying an estimated $94K and bringing the position to 68,987 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #346.

HUB Investment Partners first reported a position in BSJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.96M in Q3 2025. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

HUB Investment Partners held 68,987 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.54M as of Q2 2026.
HUB Investment Partners bought 4,190 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $94K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #346 holding.
HUB Investment Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
HUB Investment Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.96M in Q3 2025.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.