Intrua Financial’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Intrua Financial’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	$6.93M	Sell	309,958 -40,613	-12%	-$911K	0.63%	28
2026 Q1	$7.84M	Buy	350,571 +33,036	+10%	+$745K	0.81%	18
2025 Q4	$7.18M	Buy	317,535 +6,373	+2%	+$144K	0.76%	22
2025 Q3	$7.08M	Buy	311,162 +21,477	+7%	+$488K	0.77%	22
2025 Q2	$6.58M	Buy	289,685 +15,774	+6%	+$354K	0.88%	20
2025 Q1	$6.14M	Buy	+273,911	New	+$6.18M	0.89%	20

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

Intrua Financial's BSJR Position: Q2 2026 in Review

Intrua Financial reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 12% in Q2 2026, selling an estimated $911K and leaving 309,958 shares worth $6.93M. The position accounts for 0.63% of the portfolio, ranked #28.

Intrua Financial first reported a position in BSJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.84M in Q1 2026. 166 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Intrua Financial held 309,958 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $6.93M as of Q2 2026.
Intrua Financial sold 40,613 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $911K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.63% of Intrua Financial's portfolio in Q2 2026, its #28 holding.
Intrua Financial first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Intrua Financial's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $7.84M in Q1 2026.
166 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.