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 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 $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 Financial Group's BSJR Position: Q2 2026 in Review

Independent Financial Group increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 21% in Q2 2026, buying an estimated $101K and bringing the position to 25,662 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #936.

Independent Financial Group first reported a position in BSJR in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Independent Financial Group held 25,662 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $573K as of Q2 2026.
Independent Financial Group bought 4,524 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $101K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #936 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 6 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.