Insight Wealth Partners’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Insight Wealth Partners’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	$233K	Sell	10,443 -753	-7%	-$16.9K	0.03%	125
2026 Q1	$250K	Buy	11,196 +224	+2%	+$5.05K	0.04%	110
2025 Q4	$248K	Sell	10,972 -3,101	-22%	-$70.2K	0.03%	102
2025 Q3	$320K	Hold	14,073	–	–	0.1%	86
2025 Q2	$320K	Buy	14,073 +905	+7%	+$20.3K	0.12%	85
2025 Q1	$295K	Buy	+13,168	New	+$297K	0.05%	89

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

Insight Wealth Partners's BSJR Position: Q2 2026 in Review

Insight Wealth Partners reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.7% in Q2 2026, selling an estimated $16.9K and leaving 10,443 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #125.

Insight Wealth Partners first reported a position in BSJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q3 2025. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Insight Wealth Partners held 10,443 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $233K as of Q2 2026.
Insight Wealth Partners sold 753 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16.9K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.03% of Insight Wealth Partners's portfolio in Q2 2026, its #125 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Insight Wealth Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $320K in Q3 2025.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.