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 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 $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Koss-Olinger Consulting's BSJR Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 27% in Q1 2026, buying an estimated $111K and bringing the position to 22,872 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #158.

Koss-Olinger Consulting first reported a position in BSJR in Q2 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Koss-Olinger Consulting held 22,872 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $512K as of Q1 2026.
Koss-Olinger Consulting bought 4,918 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $111K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q1 2026, its #158 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 8 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.