Koss-Olinger Consulting’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Koss-Olinger Consulting’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	$516K	Buy	23,114 +242	+1%	+$5.43K	0.04%	89
2026 Q1	$512K	Buy	22,872 +4,918	+27%	+$111K	0.04%	158
2025 Q4	$406K	Buy	17,954 +2,796	+18%	+$63.3K	0.03%	186
2025 Q3	$344K	Hold	15,158	–	–	0.03%	250
2025 Q2	$344K	Sell	15,158 -1,256	-8%	-$28.2K	0.03%	251
2025 Q1	$368K	Buy	16,414 +483	+3%	+$10.9K	0.03%	236
2024 Q4	$357K	Buy	15,931 +141	+0.9%	+$3.18K	0.03%	148
2024 Q3	$358K	Buy	15,790 +323	+2%	+$7.24K	0.03%	203
2024 Q2	$342K	Buy	+15,467	New	+$342K	0.03%	194

Other funds holding BSJR

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 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

Koss-Olinger Consulting's BSJR Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 1.1% in Q2 2026, buying an estimated $5.43K and bringing the position to 23,114 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #89.

Koss-Olinger Consulting first reported a position in BSJR in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Koss-Olinger Consulting held 23,114 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $516K as of Q2 2026.
Koss-Olinger Consulting bought 242 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.43K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #89 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.