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 Q3	$275K	Buy	12,452 +2,009	+19%	+$44.9K	0.04%	117
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

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Insight Wealth Partners's BSJR Position: Q3 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 19% in Q3 2026, buying an estimated $44.9K and bringing the position to 12,452 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #117.

Insight Wealth Partners first reported a position in BSJR in Q1 2025 and has held it in 7 quarters since. The position peaked at $320K in Q3 2025. 117 funds tracked by Wall St. Rank hold BSJR as of Q3 2026.

Insight Wealth Partners held 12,452 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $275K as of Q3 2026.
Insight Wealth Partners bought 2,009 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $44.9K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of Insight Wealth Partners's portfolio in Q3 2026, its #117 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 7 quarters since.
Insight Wealth Partners's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $320K in Q3 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.