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Independent Financial Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Independent Financial Group’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
Q3 		$607K Buy
27,459
+1,797
+7% +$40.1K 0.01% 908
2026
Q2 		$573K Buy
25,662
+4,524
+21% +$101K 0.01% 936
2026
Q1 		$473K Buy
21,138
+2,609
+14% +$58.8K 0.01% 949
2025
Q4 		$419K Buy
18,529
+3,497
+23% +$79.2K 0.01% 983
2025
Q3 		$342K Buy
15,032
+2,947
+24% +$67K 0.01% 1027
2025
Q2 		$274K Buy
12,085
+459
+4% +$10.3K 0.01% 1076
2025
Q1 		$260K Buy
+11,626
New +$262K 0.01% 991

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Independent Financial Group's BSJR Position: Q3 2026 in Review

Independent Financial Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 7% in Q3 2026, buying an estimated $40.1K and bringing the position to 27,459 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #908.

Independent Financial Group first reported a position in BSJR in Q1 2025 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

  • Independent Financial Group held 27,459 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $607K as of Q3 2026.
  • Independent Financial Group bought 1,797 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $40.1K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #908 holding.
  • Independent Financial Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.