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

Independent Wealth 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	$1.97M	Buy	88,041 +1,853	+2%	+$41.6K	1.78%	17
2026 Q1	$1.93M	Buy	86,188 +14,401	+20%	+$325K	1.89%	17
2025 Q4	$1.62M	Buy	+71,787	New	+$1.63M	1.69%	17

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 Wealth Advisors's BSJR Position: Q2 2026 in Review

Independent Wealth Advisors increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.1% in Q2 2026, buying an estimated $41.6K and bringing the position to 88,041 shares worth $1.97M. The position accounts for 1.78% of the portfolio, ranked #17.

Independent Wealth Advisors first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Independent Wealth Advisors held 88,041 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.97M as of Q2 2026.
Independent Wealth Advisors bought 1,853 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $41.6K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 1.78% of Independent Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Independent Wealth Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 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 Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.