Keating Financial Advisory Services’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Keating Financial Advisory Services’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	$74.8K	Sell	3,347 -4,405	-57%	-$98.8K	0.01%	583
2026 Q1	$173K	Buy	7,752 +6	+0.1%	+$135	0.03%	353
2025 Q4	$175K	Buy	+7,746	New	+$175K	0.02%	393

Other funds holding BSJR

MCP

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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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Keating Financial Advisory Services's BSJR Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 57% in Q2 2026, selling an estimated $98.8K and leaving 3,347 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #583.

Keating Financial Advisory Services first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $175K in Q4 2025. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Keating Financial Advisory Services held 3,347 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $74.8K as of Q2 2026.
Keating Financial Advisory Services sold 4,405 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $98.8K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #583 holding.
Keating Financial Advisory Services first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $175K 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.