Integrated Wealth Concepts
BSJR icon

Integrated Wealth Concepts’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Integrated Wealth Concepts’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 		$1.2M Buy
53,736
+155
+0.3% +$3.48K 0.01% 1102
2026
Q1 		$1.2M Sell
53,581
-61
-0.1% -$1.38K 0.01% 1015
2025
Q4 		$1.21M Buy
53,642
+1,056
+2% +$23.9K 0.01% 690
2025
Q3 		$1.2M Buy
52,586
+393
+0.8% +$8.93K 0.01% 889
2025
Q2 		$1.19M Sell
52,193
-652
-1% -$14.6K 0.01% 833
2025
Q1 		$1.18M Buy
52,845
+14,804
+39% +$334K 0.01% 761
2024
Q4 		$852K Buy
38,041
+4,600
+14% +$104K 0.01% 890
2024
Q3 		$759K Buy
33,441
+3,145
+10% +$70.5K 0.01% 917
2024
Q2 		$669K Buy
30,296
+1,192
+4% +$26.3K 0.01% 928
2024
Q1 		$648K Buy
29,104
+17,936
+161% +$400K 0.01% 935
2023
Q4 		$250K Buy
11,168
+526
+5% +$11.4K ﹤0.01% 1353
2023
Q3 		$228K Buy
+10,642
New +$230K ﹤0.01% 1358

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Integrated Wealth Concepts's BSJR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.29% in Q2 2026, buying an estimated $3.48K and bringing the position to 53,736 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1102.

Integrated Wealth Concepts first reported a position in BSJR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Integrated Wealth Concepts held 53,736 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.2M as of Q2 2026.
  • Integrated Wealth Concepts bought 155 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.48K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1102 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.21M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.