KA
BSJR icon

Kovack Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Kovack 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 		$1.37M Sell
61,276
-1,714
-3% -$38.4K 0.07% 293
2026
Q1 		$1.41M Buy
62,990
+9,323
+17% +$210K 0.08% 261
2025
Q4 		$1.21M Buy
+53,667
New +$1.22M 0.06% 312

Other funds holding BSJR

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Kovack Advisors's BSJR Position: Q2 2026 in Review

Kovack Advisors reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 2.7% in Q2 2026, selling an estimated $38.4K and leaving 61,276 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #293.

Kovack Advisors first reported a position in BSJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q1 2026. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

  • Kovack Advisors held 61,276 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $1.37M as of Q2 2026.
  • Kovack Advisors sold 1,714 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $38.4K.
  • Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.07% of Kovack Advisors's portfolio in Q2 2026, its #293 holding.
  • Kovack Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Kovack Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $1.41M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.