Larson Financial Group’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Larson Financial Group’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	$21.5M	Sell	959,603 -5,528	-0.6%	-$125K	0.69%	31
2025 Q4	$21.8M	Buy	965,131 +294,837	+44%	+$6.68M	0.73%	25
2025 Q3	$15.2M	Buy	670,294 +282,728	+73%	+$6.42M	0.53%	40
2025 Q2	$8.8M	Buy	387,566 +175,546	+83%	+$3.94M	0.35%	69
2025 Q1	$4.75M	Buy	212,020 +203,288	+2,328%	+$4.59M	0.23%	88
2024 Q4	$196K	Sell	8,732 -351	-4%	-$7.92K	0.01%	569
2024 Q3	$206K	Buy	9,083 +4,284	+89%	+$96.1K	0.01%	570
2024 Q2	$106K	Buy	4,799 +3,575	+292%	+$79K	0.01%	635
2024 Q1	$27.2K	Buy	+1,224	New	+$27.3K	﹤0.01%	826

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's BSJR Position: Q1 2026 in Review

Larson Financial Group reduced its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.57% in Q1 2026, selling an estimated $125K and leaving 959,603 shares worth $21.5M. The position accounts for 0.69% of the portfolio, ranked #31.

Larson Financial Group first reported a position in BSJR in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.8M in Q4 2025. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Larson Financial Group held 959,603 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $21.5M as of Q1 2026.
Larson Financial Group sold 5,528 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $125K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.69% of Larson Financial Group's portfolio in Q1 2026, its #31 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $21.8M in Q4 2025.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.