J.W. Cole Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

J.W. Cole 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	$832K	Buy	+37,221	New	+$835K	0.01%	807
2026 Q1	–	Sell	-33,391	Closed	-$755K	–	836
2025 Q4	$755K	Buy	33,391 +1,337	+4%	+$30.3K	0.02%	737
2025 Q3	$729K	Buy	32,054 +3,927	+14%	+$89.2K	0.01%	846
2025 Q2	$639K	Buy	28,127 +184	+0.7%	+$4.13K	0.01%	832
2025 Q1	$626K	Buy	27,943 +4,292	+18%	+$96.8K	0.02%	702
2024 Q4	$530K	Buy	23,651 +13,699	+138%	+$309K	0.02%	588
2024 Q3	$226K	Buy	+9,952	New	+$223K	0.01%	861

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

J.W. Cole Advisors's BSJR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q2 2026: 37,221 shares worth $832K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSJR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSJR in Q3 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

J.W. Cole Advisors held 37,221 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $832K as of Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #807 holding.
J.W. Cole Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.