IFP Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

IFP Advisors’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	$162K	Sell	7,244 -33	-0.5%	-$740	﹤0.01%	1657
2026 Q1	$163K	Buy	7,277 +2,787	+62%	+$62.8K	﹤0.01%	1511
2025 Q4	$102K	Hold	4,490	–	–	﹤0.01%	1776
2025 Q3	$102K	Hold	4,490	–	–	﹤0.01%	1665
2025 Q2	$102K	Hold	4,490	–	–	﹤0.01%	1628
2025 Q1	$101K	Hold	4,490	–	–	﹤0.01%	1523
2024 Q4	$101K	Hold	4,490	–	–	﹤0.01%	1465
2024 Q3	$102K	Buy	+4,490	New	+$101K	﹤0.01%	1395
2023 Q1	–	Sell	-1,000	Closed	-$25K	–	3491
2022 Q4	$25K	Buy	1,000 +250	+33%	+$5.33K	﹤0.01%	2706
2022 Q3	$19K	Buy	+750	New	+$16.3K	﹤0.01%	3115

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

IFP Advisors's BSJR Position: Q2 2026 in Review

IFP Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.45% in Q2 2026, selling an estimated $740 and leaving 7,244 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

IFP Advisors first reported a position in BSJR in Q3 2022 and has held it in 10 quarters since. The position peaked at $163K in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

IFP Advisors held 7,244 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $162K as of Q2 2026.
IFP Advisors sold 33 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $740.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1657 holding.
IFP Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2022 and has held it in 10 quarters since.
IFP Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $163K in Q1 2026.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.