Independent Advisor Alliance’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Independent Advisor Alliance’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	–	Sell	-121,646	Closed	-$2.72M	–	1100
2026 Q1	$2.72M	Buy	+121,646	New	+$2.74M	0.03%	469
2025 Q1	–	Sell	-64,066	Closed	-$1.44M	–	864
2024 Q4	$1.44M	Buy	+64,066	New	+$1.45M	0.02%	618

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

Independent Advisor Alliance's BSJR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026, closing a stake of 121,646 shares — an estimated $2.72M sold.

Independent Advisor Alliance first reported a position in BSJR in Q4 2024 and held it in 2 quarters. The position peaked at $2.72M in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 121,646 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.72M.
Independent Advisor Alliance first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $2.72M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.